Plan Snapshot
- Plan Sponsor: St. George'S Independent School
- Sponsor EIN: 621761850
- Sponsor Address: 1880 WOLF RIVER BLVD., COLLIERVILLE, TN, 38017
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 194
- Total Assets: $21.0M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 194 | $21.0M | $516,767 | $609,968 |
| 2022 | 201 | $20.6M | $573,626 | $679,025 |