# The Academy At Ocean Reef, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-academy-at-ocean-reef-inc-403b-plan-001

> The Academy At Ocean Reef, INC.'s 403(b) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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