St. Mark'S School Of Southborough, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: St. Mark'S School Of Southborough, INC.
  • Sponsor EIN: 042103623
  • Sponsor Address: 25 MARLBOROUGH ROAD, SOUTHBOROUGH, MA, 017729105
  • Plan Type: 403(b)
  • Plan Number: 003
  • Total Participants: 168
  • Total Assets: $51.7M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023168$51.7M$1.3M$1.2M
2022162$44.6M$1.2M$986,557

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