The Putney School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Putney School
  • Sponsor EIN: 030179305
  • Sponsor Address: 418 HOUGHTON BROOK ROAD, PUTNEY, VT, 053468675
  • Plan Type: 403(b)
  • Plan Number: 002
  • Total Participants: 0
  • Total Assets: $0

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.
20250$0$0$0
202388$19.7M$510,731$374,148
202282$17.7M$373,040$548,760

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