The Norwood School, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Norwood School, INC.
  • Sponsor EIN: 520901098
  • Sponsor Address: 8821 RIVER ROAD, BETHESDA, MD, 20817
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 125
  • Total Assets: $44.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023125$44.2M$703,671$907,211
2022123$38.6M$660,242$802,719

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