Original filing (PDF)20251015121417NAL0002269571001

HEAD INJURY ASSOCIATION INC.

Name: HEAD INJURY ASSOCIATION INC. — 403(B) PLAN FOR HEAD INJURY ASSOCIATION INC., Form 5500 (2024)
Creator: HEAD INJURY ASSOCIATION INC.

Form 5500

FILING_RECEIVED

403(B) PLAN FOR HEAD INJURY ASSOCIATION INC.

403(b) retirement plan

Signals · 2

Late participant contributions29% in single holding

Active participants

414

Accounts w/ balance

195

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEAD INJURY ASSOCIATION INC..

Plan sponsor

Name

HEAD INJURY ASSOCIATION INC.

EIN

11-2946185

Address

300 KENNEDY DRIVE · HAUPPAUGE, NY · 11788

Phone

(631) 878-8900

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY INSURANCE	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$22K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

24 direct securities· $7.5M(96% of reported assets)

Other securities

$5.3M

23 holdings

Mutual Funds

$2.1M

1 holding

					% of plan
Blackrock Lifepath Index Retirement K	Mutual Funds	—	—	$2.1M	27.3%
Blackrock Lifepath Index 2035 K	Other securities	—	—	$1.5M	19.3%
Blackrock Lifepath Index 2030 K	Other securities	—	—	$1.2M	14.9%
Blackrock Lifepath Index 2050 K	Other securities	—	—	$487K	6.2%
Blackrock Lifepath Index 2040 K	Other securities	—	—	$448K	5.8%
Blackrock Lifepath Index 2055 K	Other securities	—	—	$355K	4.6%
Fidelity 500 Index	Other securities	—	—	$194K	2.5%
Fixed Annuities * Empower Trust Company GWI Fixed Account – Series Class II	Other securities	—	—	$177K	2.3%
Blackrock Lifepath Index 2045 K	Other securities	—	—	$144K	1.9%
Blackrock Lifepath Index 2060 K	Other securities	—	—	$143K	1.8%
Fidelity International Index	Other securities	—	—	$127K	1.6%
PGIM Total Return Bond R6	Other securities	—	—	$87K	1.1%
American Funds American Funds New World R6	Other securities	—	—	$82K	1.1%
Vanguard Small Cap Value Index Admiral	Other securities	—	—	$64K	0.8%
American Funds American Funds Us Government Sec R6	Other securities	—	—	$63K	0.8%
T. ROWE T. Rowe Price Blue Chip Growth I	Other securities	—	—	$52K	0.7%
American Funds American Funds American Mutual R6	Other securities	—	—	$45K	0.6%
Fidelity Mid Cap Index	Other securities	—	—	$43K	0.5%
Columbia Balanced Instl 3	Other securities	—	—	$37K	0.5%
Vanguard Mid-Cap Growth Index Admiral	Other securities	—	—	$36K	0.5%
Fidelity Small Cap Index	Other securities	—	—	$27K	0.3%
Vanguard Small Cap Growth Index Admiral	Other securities	—	—	$22K	0.3%
Vanguard Mid-Cap Value Index Admiral	Other securities	—	—	$19K	0.2%
Blackrock Lifepath Index 2065 K	Other securities	—	—	$17K	0.2%