Plan Snapshot
- Plan Sponsor: The Overlake School
- Sponsor EIN: 910814431
- Sponsor Address: 20301 NE 108TH STREET, REDMOND, WA, 980537499
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 154
- Total Assets: $42.5M
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. |
|---|
| 2023 | 154 | $42.5M | $871,409 | $1.2M |
| 2022 | 143 | $37.5M | $834,238 | $1.2M |