Plan Snapshot
- Plan Sponsor: Sonoma Academy
- Sponsor EIN: 943343174
- Sponsor Address: 2500 FARMERS LANE, SANTA ROSA, CA, 95404
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 104
- Total Assets: $18.0M
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 | 104 | $18.0M | $495,817 | $711,793 |
| 2022 | 104 | $14.8M | $549,137 | $608,616 |