Trevor Day School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Trevor Day School (EIN 131635261)
  • Plan Type: 403(b)
  • Total Participants: 185
  • Total Assets: $73.6M
  • Sponsor State: NY

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024185$73.6M$1.2M$1.6M
2023190$67.3M$1.1M$1.5M
2022185$58.3M$1.1M$1.5M

Service Providers

  • FORVIS MAZARS, LLP — Auditor
  • ONEDIGITAL INVESTMENT ADVISORS — Other Service Provider ($32,640)
  • TREVOR DAY SCHOOL — Other Service Provider ($22,050)

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