St. Anne Institute 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: St. Anne Institute
  • Sponsor EIN: 141340098
  • Sponsor Address: 160 NORTH MAIN AVENUE, ALBANY, NY, 122061821
  • Plan Type: 403(b)
  • Plan Number: 002
  • Total Participants: 288
  • Total Assets: $5.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • 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.
2023288$5.6M$47,679$348,685
2022265$4.5M$48,119$319,488

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