Plan Snapshot
- Plan Sponsor: The Potomac School
- Sponsor EIN: 540562160
- Sponsor Address: 1301 POTOMAC SCHOOL ROAD, MCLEAN, VA, 221012350
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 248
- Total Assets: $120.3M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 248 | $120.3M | $1.9M | $2.5M |
| 2022 | 245 | $102.2M | $1.7M | $2.2M |