Plan Snapshot
- Plan Sponsor: St Lukes Episcopal School Retirement Fun
- Sponsor EIN: 636005690
- Sponsor Address: 1400 UNIVERSITY BLVD SOUTH, MOBILE, AL, 366092947
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 54
- Total Assets: $4.0M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 54 | $4.0M | $40,166 | $71,994 |
| 2022 | 57 | $3.5M | $37,637 | $88,956 |