The Epiphany School, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: The Epiphany School, INC.
  • Sponsor EIN: 043391788
  • Sponsor Address: 154 CENTRE STREET, DORCHESTER, MA, 02124
  • Plan Type: 401(k)
  • Total Participants: 54
  • Total Assets: $5.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • 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.
202554$5.3M$111,152$263,543
202454$5.3M$111,152$263,543
202353$4.5M$82,552$213,247
202248$3.6M$79,438$197,975

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