# American Osteopathic Association 401(k) Plan
Source: https://planprovider.pro/companies/american-osteopathic-association-401k-plan

> American Osteopathic Association's 401(k) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Osteopathic Association

- **Sponsor EIN:** 362170786

- **Sponsor Address:** 142 E ONTARIO ST, CHICAGO, IL, 606112874

- **Plan Type:** 401(k)

- **Total Participants:** 149

- **Total Assets:** $34.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|149|$34.5M|$861,002|$1.3M|

| 2023|153|$30.5M|$783,545|$1.1M|

| 2022|141|$28.5M|$448,901|$677,944|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CBIZ CPAS P. C.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$95,302|$55,588|$39,714|—|—|

| 2023|$83,253|$48,000|$35,253|—|—|

| 2022|$42,750|$23,046|$19,704|—|—|

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