Plan Snapshot
- Plan Sponsor: American Association Of Orthodontists
- Sponsor EIN: 430763598
- Sponsor Address: 401 N. LINDBERGH BLVD, ST. LOUIS, MO, 63141
- Plan Type: 401(k)
- Total Participants: 60
- Total Assets: $11.9M
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 | 60 | $11.9M | $450,318 | $437,182 |
| 2023 | 58 | $11.7M | $489,128 | $449,715 |
| 2022 | 60 | $9.1M | $537,681 | $414,032 |