The Charlton School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Charlton School
  • Sponsor EIN: 141416732
  • Sponsor Address: 322 LAKE HILL ROAD, BURNT HILLS, NY, 120270047
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 100
  • Total Assets: $0

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.
2024100$0$0$0
202382$0$0$0
202278$0$0$0

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