Plan Snapshot
- Plan Sponsor: The Highlands Day School Foundation, INC
- Sponsor EIN: 630388769
- Sponsor Address: 4901 OLD LEEDS ROAD, BIRMINGHAM, AL, 352131807
- Plan Type: 403(b)
- Total Participants: 64
- Total Assets: $6.9M
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 | 64 | $6.9M | $146,685 | $184,571 |
| 2023 | 66 | $5.9M | $145,442 | $176,616 |
| 2022 | 63 | $4.9M | $0 | $262,926 |