How big is The Institutes of Applied Human Dynamics, Inc.'s plan?

The Institutes of Applied Human Dynamics, Inc.'s plan reported $17.9M in assets and 1,045 participants for 2024.

Original filing (PDF)20251014161928NAL0003265233001

The Institutes of Applied Human Dynamics, Inc.

Name: The Institutes of Applied Human Dynamics, Inc. — Form 5500 Plan 003 (2024)
Creator: The Institutes of Applied Human Dynamics, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc.

401(k) retirement plan · The Institutes of Applied Human Dynamics, Inc.'s 403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc. held $17.9M in plan assets for 1,045 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

58% in single holding

Active participants

1,045

Accounts w/ balance

885

Plan assets (EOY)

$17.9M

Net assets (EOY)

$17.9M

People on this filing

Ellen Griffin signed The Institutes of Applied Human Dynamics, Inc.'s 2024 Form 5500 as plan administrator.

Ellen Griffin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Institutes of Applied Human Dynamics, Inc.'s EIN is 13-2573827.

EIN 13-2573827

Plan number 003

Plan year 2024

ACK ID 20251014161928NAL0003265233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Institutes of Applied Human Dynamics, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Institutes of Applied Human Dynamics, Inc.'s plan includes a 401(k) feature, profit-sharing, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

46 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).
Bottom-decile employer contributions per participant (9th percentile).

Plan sponsor

Name

THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC.

EIN

all filings

Address

32 WARREN AVE · TARRYTOWN, NY · 105913021

Phone

(914) 220-4345

Industry

Health Care & Social Assistance

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

2025-10-14

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

GRASSI & CO. CPAS P.C.

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$13K	—

Investments

46 direct securities · 1 pooled fund· $24.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$15.1M

22 holdings

Pooled Separate Account

$7.0M

1 holding

Mutual Funds

$1.2M

12 holdings

Common Stocks

$908K

8 holdings

Common Collective Trusts

$669K

3 holdings

Cash / Money Market

$31K

1 holding

					% of plan
Mutual of America Mutual of America Interest Accumulation	Other securities	—	—	$10.9M	60.8%
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 003	Pooled Separate Account	—	—	$7.0M	39.2%
Mutual of America MoA Clear Passage 2035 Fund	Other securities	—	—	$978K	5.4%
Mutual of America MoA Clear Passage 2030 Fund	Other securities	—	—	$878K	4.9%
Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$592K	3.3%
Goldman Sachs Goldman Sachs VIT US Equity Insights Fund	Other securities	—	—	$555K	3.1%
Plan Number: 003 . GROUP ANNUITY CONTRACT Mutual of America Neuberger Berman AMT Sustainable Equity Portfolio	Common Stocks	—	—	$550K	3.1%
DWS Capital Growth VIP	Other securities	—	—	$484K	2.7%
Mutual of America MoA Equity Index Fund	Common Collective Trusts	—	—	$346K	1.9%
Mutual of America MoA Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$314K	1.8%
Fidelity VIP Contrafund Portfolio	Mutual Funds	—	—	$290K	1.6%
Mutual of America MoA Clear Passage 2025 Fund	Other securities	—	—	$217K	1.2%
T. Rowe Price T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$203K	1.1%
Mutual of America MoA Clear Passage 2040 Fund	Other securities	—	—	$160K	0.9%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2050 Fund	Common Stocks	—	—	$157K	0.9%
Mutual of America MoA Clear Passage 2045 Fund	Other securities	—	—	$118K	0.7%
Mutual of America MoA Clear Passage 2055 Fund	Other securities	—	—	$110K	0.6%
Mutual of America MoA Aggressive Allocation Fund	Other securities	—	—	$105K	0.6%
Fidelity VIP Asset Manager Portfolio	Mutual Funds	—	—	$98K	0.5%
Mutual of America MoA Small Cap Value Fund	Common Stocks	—	—	$97K	0.5%
Mutual of America MoA Moderate Allocation Fund	Other securities	—	—	$83K	0.5%
Fidelity VIP Equity-Income Portfolio	Mutual Funds	—	—	$73K	0.4%
Mutual of America MoA Clear Passage 2015 Fund ** 441 * Mutual of America MoA Clear Passage 2020 Fund	Other securities	—	—	$59K	0.3%
Mutual of America MoA Clear Passage 2065	Other securities	—	—	$53K	0.3%
Mutual of America MoA Core Bond Fund	Common Stocks	—	—	$52K	0.3%
Mutual of America MoA International Fund	Other securities	—	—	$42K	0.2%
Mutual of America MoA Conservative Allocation Fund	Other securities	—	—	$35K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America American Century Investments VP Capital Appreciation Fund	Common Stocks	—	—	$32K	0.2%
Mutual of America MoA Money Market Fund	Cash / Money Market	—	—	$31K	0.2%
Mutual of America MoA All America Fund	Other securities	—	—	$28K	0.2%
Mutual of America MoA Retirement Income Fund	Other securities	—	—	$21K	0.1%
Invesco V.I. Main Street Fund	Mutual Funds	—	—	$20K	0.1%
Fidelity VIP Mid Cap Portfolio	Mutual Funds	—	—	$20K	0.1%
Vanguard VIF International Portfolio	Mutual Funds	—	—	$19K	0.1%
Vanguard VIF Real Estate Index Portfolio	Mutual Funds	—	—	$18K	<0.1%
Mutual of America MoA Clear Passage 2060 Fund	Other securities	—	—	$18K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America American Funds Insurance Series New World Fund	Mutual Funds	—	—	$12K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Balanced Fund	Common Stocks	—	—	$10K	<0.1%
Mutual of America MoA Small Cap Equity Index Fund	Common Collective Trusts	—	—	$9K	<0.1%
MFS VIT III Mid Cap Value Portfolio	Mutual Funds	—	—	$9K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Calvert VP SRI Balanced Portfolio	Common Stocks	—	—	$8K	<0.1%
Mutual of America MoA Intermediate Bond Fund	Other securities	—	—	$6K	<0.1%
Mutual of America MoA Mid Cap Value Fund	Other securities	—	—	$6K	<0.1%
Vanguard VIF Total Bond Market Index Portfolio	Mutual Funds	—	—	$2K	<0.1%
Delaware VIP Small Cap Value Series	Common Stocks	—	—	$1K	<0.1%
PIMCO VIT Real Return Portfolio	Mutual Funds	—	—	$1K	<0.1%
Goldman Sachs Goldman Sachs VIT Small Cap Equity Insights Fund	Other securities	—	—	$1K	<0.1%