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)
- Plan Number: 002
- Total Participants: 21
- Total Assets: $618,840
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. |
|---|
| 2025 | 21 | $618,840 | $0 | $0 |
| 2024 | 4 | $531,808 | $0 | $25,625 |
| 2023 | 6 | $508,482 | $0 | $24,600 |
| 2022 | 8 | $558,523 | $0 | $23,575 |