Andrews-Osborne Academy 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Andrews-Osborne Academy
  • Sponsor EIN: 340714625
  • Sponsor Address: 38588 MENTOR AVE., WILLOUGHBY, OH, 44094
  • Plan Type: 403(b)
  • Plan Number: 003
  • Total Participants: 14
  • Total Assets: $3.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202414$3.0M$0$35,550
202317$2.7M$0$33,745
202216$2.5M$0$23,474

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