Plan Snapshot
- Plan Sponsor: Tarbut V'Torah Community Day School, Naomi Gelman Weiss Memorial
- Sponsor EIN: 953374189
- Sponsor Address: 5 FEDERATION WAY, IRVINE, CA, 926030100
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 150
- Total Assets: $23.4M
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. |
|---|
| 2023 | 150 | $23.4M | $741,875 | $992,396 |
| 2022 | 136 | $21.1M | $723,760 | $906,688 |