Plan Snapshot
- Plan Sponsor: Ursuline Academy Dedham, INC.
- Sponsor EIN: 042121654
- Sponsor Address: 85 LOWDER STREET, DEDHAM, MA, 02026
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 85 | $7.8M | $353,550 | $573,316 |
| 2023 | 76 | $6.3M | $278,426 | $484,632 |
| 2022 | 77 | $5.2M | $196,219 | $366,890 |