Plan Snapshot
- Plan Sponsor: The American Occupational Therapy Association, INC.
- Sponsor EIN: 131526422
- Sponsor Address: 7501 WISCONSIN AVE SUITE 510E, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $17.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 75 | $17.2M | $251,736 | $959,988 |
| 2023 | 78 | $17.3M | $293,679 | $1.1M |
| 2022 | 83 | $13.7M | $278,048 | $980,762 |