Plan Snapshot
- Plan Sponsor: Success Academy Charter Schools
- Sponsor EIN: 205298861
- Sponsor Address: 95 PINE STREET FLOOR 6, NEW YORK, NY, 10005
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 3,205
- Total Assets: $119.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2023 | 3,205 | $119.5M | $5.4M | $9.5M |
| 2022 | 3,087 | $99.6M | $5.4M | $8.6M |