The Tatnall School, INC 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Tatnall School, INC
  • Sponsor EIN: 510071443
  • Sponsor Address: 1501 BARLEY MILL ROAD, WILMINGTON, DE, 198072299
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 115
  • Total Assets: $41.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023115$41.9M$337,565$545,254
2022129$38.5M$336,908$534,034

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