Plan Snapshot
- Plan Sponsor: The Seven Hills School
- Sponsor EIN: 941628213
- Sponsor Address: 975 N. SAN CARLOS DRIVE, WALNUT CREEK, CA, 945982256
- Plan Type: 403(b)
- Plan Number: 003
- Total Participants: 105
- Total Assets: $23.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 105 | $23.3M | $581,358 | $771,635 |
| 2022 | 96 | $19.6M | $604,788 | $785,335 |