Original filing (PDF)20250528091729NAL0006404817001

THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC.

Name: THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC. — THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC.

Form 5500

FILING_RECEIVED

THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC..

Plan sponsor

Name

THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC.

EIN

13-1526422

Address

7501 WISCONSIN AVE SUITE 510E · BETHESDA, MD · 20814

Phone

(301) 652-2682

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $365K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
GALLIARD STBLE RTN F WELLS FARGO BANK, N.A. · EIN 52-2250957 / PN 001	Common Collective Trust	$365K	100.0%

1–1 of 1

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