Plan Snapshot
- Plan Sponsor: The Academy At Ocean Reef, INC.
- Sponsor EIN: 650146241
- Sponsor Address: 395 SOUTH HARBOR DRIVE, KEY LARGO, FL, 330370000
- Plan Type: 403(b)
- Total Participants: 5
- Total Assets: $642,090
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 | 5 | $642,090 | $21,129 | $23,559 |
| 2023 | 7 | $668,407 | $19,885 | $24,151 |
| 2022 | 9 | $584,205 | $17,185 | $20,909 |