Plan Snapshot
- Plan Sponsor: The Miami Valley School
- Sponsor EIN: 310591154
- Sponsor Address: 5151 DENISE DRIVE, DAYTON, OH, 45429
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 97
- Total Assets: $19.6M
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 | 97 | $19.6M | $258,476 | $428,153 |
| 2022 | 180 | $18.7M | $222,583 | $362,627 |