St. David'S School 403(b) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: St. David'S School
  • Sponsor EIN: 237241145
  • Sponsor Address: 3400 WHITE OAK ROAD, RALEIGH, NC, 276097621
  • Plan Type: 403(b)
  • Total Participants: 195
  • Total Assets: $9.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • 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.
2023195$9.7M$0$0

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