Associated Occupational Therapists, Inc.'s EIN is 25-1390356.
Download the official 2024 Form 5500 (PDF) for Associated Occupational Therapists, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Associated Occupational Therapists, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DP GROW LLC | — | RICHMOND, VA | INVESTMENT ADVISOR | $18K | — |
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 | |||
|---|---|---|---|
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | $0 | — |
| SMALL CAP VALUE FUND III CL II GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | $0 | — |
| INDEXSELECT AGGRESSIVE 2045FUND CLI GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | $0 | — |
| LRG CAP GROWTH FUND III FEE CLASSII GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | $0 | — |
| INTL EQUITY FUND FEE CLASS II GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | $0 | — |
| SMALL CAP GROWTHFUND II FEE CLASSII GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | $0 | — |
| BLACKROCK TOTAL RETURN BOND C1 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE RETIREFUND CLI GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | $0 | — |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $0 | — |
| INDEXSELECT AGGRESSIVE 2055FUND CLI GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | $0 | — |
