Plan Snapshot
- Plan Sponsor: The Holton-Arms School, INC.
- Sponsor EIN: 530196507
- Sponsor Address: 7303 RIVER RD, BETHESDA, MD, 208174640
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 189
- Total Assets: $76.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 189 | $76.4M | $1.4M | $1.8M |
| 2022 | 188 | $69.3M | $1.3M | $1.7M |