Plan Snapshot
- Plan Sponsor: Westbury Friends School
- Sponsor EIN: 111847129
- Sponsor Address: 550 POST AVENUE, WESTBURY, NY, 11590
- Plan Type: 403(b)
- Total Participants: 7
- Total Assets: $970,104
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $970,104 | $0 | $0 |
| 2023 | 7 | $988,014 | $0 | $4,700 |
| 2022 | 8 | $1.5M | $0 | $4,661 |