Plan Snapshot
- Plan Sponsor: The Forest At Duke, INC.
- Sponsor EIN: 561630158
- Sponsor Address: 2701 PICKETT ROAD, DURHAM, NC, 27705
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 303
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 303 | $7.7M | $257,485 | $305,213 |
| 2022 | 297 | $5.9M | $285,639 | $239,999 |