# The Charlton School 403(b) Plan
Source: https://planprovider.pro/companies/the-charlton-school-141416732-001

> The Charlton School's 403(b) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|100|$0|$0|$0|

| 2023|82|$0|$0|$0|

| 2022|78|$0|$0|$0|

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