# The American Occupational Therapy Association, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-american-occupational-therapy-association-inc-plan

> The American Occupational Therapy Association, INC.'s 401(k) plan: 75 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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