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THE INSTITUTE FOR COMMUNITY RE — 403(B) THRIFT PLAN FOR EMPLOYEES OF THE INSTITUTE FOR COMMUNITY RESEARCH, INC., Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250724103909NAL0011131026001
THE INSTITUTE FOR COMMUNITY RE
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF THE INSTITUTE FOR COMMUNITY RESEARCH, INC.
401(k) retirement plan
Active participants
19
Accounts w/ balance
13
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE INSTITUTE FOR COMMUNITY RE
.
Find decision makers
Plan sponsor
Name
THE INSTITUTE FOR COMMUNITY RE
EIN
06-0653116
Address
P.O. BOX 370056 · WEST HARTFORD, CT · 06137
Phone
(860) 278-2044
Industry
Health Care & Social Assistance
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
2025-07-24
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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