# Andrews-Osborne Academy 403(b) Plan
Source: https://planprovider.pro/companies/andrews-osborne-academy-403b-plan

> Andrews-Osborne Academy's 403(b) plan: 69 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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)

- **Total Participants:** 69

- **Total Assets:** $8.9M

## 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|69|$8.9M|$123,448|$180,746|

| 2023|78|$8.2M|$91,841|$204,306|

| 2022|71|$7.1M|$62,473|$216,948|

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