The Agnes Irwin School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Agnes Irwin School
  • Sponsor EIN: 231352650
  • Sponsor Address: 275 S ITHAN AVE, BRYN MAWR, PA, 190101044
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 305
  • Total Assets: $53.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023305$53.5M$548,589$783,085
2022238$50.0M$491,808$786,147

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