Emory Valley Center 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Emory Valley Center
  • Sponsor EIN: 620762198
  • Sponsor Address: 723 EMORY VALLEY ROAD, OAK RIDGE, TN, 37830
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 335
  • Total Assets: $3.5M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023335$3.5M$136,974$240,508
2022279$3.4M$131,299$279,349

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