Plan Snapshot
- Plan Sponsor: Worcester Academy
- Sponsor EIN: 042105855
- Sponsor Address: 81 PROVIDENCE STREET, WORCESTER, MA, 01604
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 156
- Total Assets: $45.5M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 156 | $45.5M | $722,595 | $816,851 |
| 2022 | 163 | $41.8M | $908,044 | $839,642 |
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