Trustees Of The Convent Of The Sacred Heart, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Trustees Of The Convent Of The Sacred Heart, INC.
  • Sponsor EIN: 352425019
  • Sponsor Address: 1177 KING STREET, GREENWICH, CT, 068312935
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 500
  • 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.
2024500$0$802,233$702,493
2023167$70.5M$1.5M$1.2M
2022171$63.7M$1.5M$1.1M

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