St. Anne'S Belfield, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: St. Anne'S Belfield, INC.
  • Sponsor EIN: 540880465
  • Sponsor Address: 2132 IVY ROAD, CHARLOTTESVILLE, VA, 22903
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 272
  • Total Assets: $44.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023272$44.0M$649,843$948,777
2022267$39.4M$639,766$960,952

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