Plan Snapshot
- Plan Sponsor: The Montessori School
- Sponsor EIN: 231726671
- Sponsor Address: 1701 JARRETTOWN RD, DRESHER, PA, 19025
- Plan Type: 403(b)
- Total Participants: 30
- Total Assets: $1.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 30 | $1.9M | $35,852 | $23,342 |
| 2023 | 28 | $1.8M | $27,894 | $25,797 |
| 2022 | 24 | $1.5M | $0 | $25,392 |