The Taft School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Taft School (EIN 060646921)
  • Plan Type: 403(b)
  • Total Participants: 258
  • Total Assets: $120.9M
  • Sponsor State: CT

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024258$120.9M$1.6M$1.8M
2023290$117.7M$1.6M$1.8M
2022270$105.9M$1.5M$1.7M

Service Providers

  • CLIFTONLARSONALLEN LLP — Accountant / Independent Qualified Public Accountant

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