The Buckley School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Buckley School (EIN 951750023)
  • Plan Type: 403(b)
  • Total Participants: 202
  • Total Assets: $75.2M
  • Sponsor State: CA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024202$75.2M$1.1M$1.5M
2023196$70.0M$1.1M$1.4M
2022198$60.6M$1.0M$1.3M

Service Providers

  • CLIFTONLARSONALLEN LLP — Accountant / Independent Qualified Public Accountant

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