Plan Snapshot
- Plan Sponsor: The Kinkaid School, INC.
- Sponsor EIN: 760295523
- Sponsor Address: 201 KINKAID SCHOOL DR., HOUSTON, TX, 77024
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 347
- Total Assets: $77.0M
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 | 347 | $77.0M | $1.4M | $2.5M |
| 2022 | 313 | $69.2M | $1.3M | $2.2M |