The Brandeis School Of San Francisco 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Brandeis School Of San Francisco
  • Sponsor EIN: 941558659
  • Sponsor Address: 655 BROTHERHOOD WAY, SAN FRANCISCO, CA, 94132
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 181
  • Total Assets: $21.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023181$21.6M$295,531$636,234
2022169$18.8M$279,029$622,610

Similar Plans