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

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: St. Anne'S Episcopal School, INC.
  • Sponsor EIN: 846049400
  • Sponsor Address: 2701 S YORK ST, DENVER, CO, 80210
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 88
  • Total Assets: $20.9M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202388$20.9M$606,326$539,791
202297$20.4M$500,492$485,428

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