St. George'S School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: St. George'S School
  • Sponsor EIN: 050259009
  • Sponsor Address: 372 PURGATORY ROAD, MIDDLETOWN, RI, 02842
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 188
  • Total Assets: $58.8M

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.
2023188$58.8M$1.0M$963,387
2022188$53.5M$974,998$997,850

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