Park Day School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Park Day School
  • Sponsor EIN: 942368070
  • Sponsor Address: 360 42ND STREET, OAKLAND, CA, 94609
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 72
  • Total Assets: $8.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202372$8.1M$333,523$187,883
202267$7.1M$327,378$182,153

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