The Nueva School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Nueva School
  • Sponsor EIN: 941633387
  • Sponsor Address: 6565 SKYLINE BLVD, HILLSBOROUGH, CA, 940106221
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 287
  • Total Assets: $34.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023287$34.0M$1.2M$2.6M
2022255$26.9M$1.1M$2.2M

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