Original filing (PDF)20250724082432NAL0005052289004

ASSOCIATION OF OCCUPATIONAL AND ENVIRONM

Name: ASSOCIATION OF OCCUPATIONAL AND ENVIRONM — ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: ASSOCIATION OF OCCUPATIONAL AND ENVIRONM

Form 5500-SF

FILING_RECEIVED

ASSOCIATION OF OCCUPATIONAL AND ENVIRONMENTAL CLINICS DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$435K

Net assets (EOY)

$435K

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.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASSOCIATION OF OCCUPATIONAL AND ENVIRONM.

Plan sponsor

Name

ASSOCIATION OF OCCUPATIONAL AND ENVIRONM

EIN

52-1553060all filings

Address

P.O. BOX 91096 · WASHINGTON, DC · 200901096

Phone

(202) 347-4976

Industry

Other Services (ex. Public Admin)see all

Plan administrator