Tabor Academy 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Tabor Academy
  • Sponsor EIN: 042103632
  • Sponsor Address: 66 SPRING STREET, MARION, MA, 02738
  • Plan Type: 403(b)
  • Plan Number: 002
  • Total Participants: 218
  • Total Assets: $70.1M

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.
2023218$70.1M$1.4M$1.4M
2022210$61.3M$1.4M$1.4M

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