Plan Snapshot
- Plan Sponsor: Investment Adviser Association
- Sponsor EIN: 136130873
- Sponsor Address: 818 CONNECTICUT AVE NW STE 600, WASHINGTON, DC, 200062719
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 26
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 26 | $7.0M | $418,398 | $269,108 |
| 2023 | 22 | $6.3M | $0 | $245,749 |
| 2022 | 23 | $6.0M | $409,093 | $229,359 |