The Spence School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Spence School (EIN 131635286)
  • Plan Type: 403(b)
  • Total Participants: 343
  • Total Assets: $137.3M
  • Sponsor State: NY

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024343$137.3M$2.3M$3.0M
2023364$124.5M$2.2M$2.9M
2022335$110.5M$2.1M$2.7M

Service Providers

  • CLIFTONLARSONALLEN LLP — Accountant / Independent Qualified Public Accountant

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