Plan Snapshot
- Plan Sponsor: Palo Alto University, INC
- Sponsor EIN: 942340692
- Sponsor Address: 1791 ARASTRADERO ROAD, PALO ALTO, CA, 94304
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 222
- Total Assets: $30.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 222 | $30.2M | $907,238 | $1.3M |
| 2022 | 231 | $27.5M | $853,225 | $1.2M |