# Investment Adviser Association DC Plan
Source: https://planprovider.pro/companies/investment-adviser-association-plan

> Investment Adviser Association's DC plan: 26 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Investment Adviser Association

- **Sponsor EIN:** 136130873

- **Sponsor Address:** 818 CONNECTICUT AVE NW STE 600, WASHINGTON, DC, 200062719

- **Plan Type:** DC

- **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|34|$6.0M|$409,093|$229,359|

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