Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASSOCIATION OF OCCUPATIONAL AND ENVIRONM
EIN 52-1553060Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$582K assets
Welfare
0
Participants
6
P.O. BOX 91096 - WASHINGTON, DC 200901096202-347-4976
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $582K assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$435K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS TDA PLAN
403b
Assets$147K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $435K | 3 | 2024 | |
| 002 | ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS TDA PLAN | 403b | $147K | 3 | 2024 |
Retirement plans