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Original filing (PDF)20251014161928NAL0003265233001
THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC.
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC.
401(k) retirement plan
Signals · 1
58% in single holding
Active participants
1,045
Accounts w/ balance
885
Plan assets (EOY)
$17.9M
Net assets (EOY)
$17.9M
How this plan invests
This plan
1 pooled trust
Schedule D
56 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Mutual of America Mutual of America Interest Accumulation" is 58% of plan.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC..
Plan sponsor
Name
THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC.
EIN
13-2573827
Address
32 WARREN AVE · TARRYTOWN, NY · 105913021
Phone
(914) 220-4345
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
2025-10-14
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
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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.
Uncategorized
$17.8M
46 holdings
Pooled Separate Account
$7.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mutual of America Mutual of America Interest Accumulation | — | — | — | $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 | — | — | — | $978K | 5.4% | |
| Mutual of America MoA Clear Passage 2030 Fund | — | — | — | $878K | 4.9% | |
| Vanguard VIF Diversified Value Portfolio | — | — | — | $592K | 3.3% | |
| Goldman Sachs Goldman Sachs VIT US Equity Insights Fund | — | — | — | $555K | 3.1% | |
| Plan Number: 003 . GROUP ANNUITY CONTRACT Mutual of America Neuberger Berman AMT Sustainable Equity Portfolio | — | — | — | $550K | 3.1% | |
| DWS Capital Growth VIP | — | — | — | $484K | 2.7% | |
| Mutual of America MoA Equity Index Fund | — | — | — | $346K | 1.9% | |
| Mutual of America MoA Mid Cap Equity Index Fund | — | — | — | $314K | 1.8% | |
| Fidelity VIP Contrafund Portfolio | — | — | — | $290K | 1.6% | |
| Mutual of America MoA Clear Passage 2025 Fund | — | — | — | $217K | 1.2% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $203K | 1.1% | |
| Mutual of America MoA Clear Passage 2040 Fund | — | — | — | $160K | 0.9% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2050 Fund | — | — | — | $157K | 0.9% | |
| Mutual of America MoA Clear Passage 2045 Fund | — | — | — | $118K | 0.7% | |
| Mutual of America MoA Clear Passage 2055 Fund | — | — | — | $110K | 0.6% | |
| Mutual of America MoA Aggressive Allocation Fund | — | — | — | $105K | 0.6% | |
| Fidelity VIP Asset Manager Portfolio | — | — | — | $98K | 0.5% | |
| Mutual of America MoA Small Cap Value Fund | — | — | — | $97K | 0.5% | |
| Mutual of America MoA Moderate Allocation Fund | — | — | — | $83K | 0.5% | |
| Fidelity VIP Equity-Income Portfolio | — | — | — | $73K | 0.4% | |
| Mutual of America MoA Clear Passage 2015 Fund ** 441 * Mutual of America MoA Clear Passage 2020 Fund | — | — | — | $59K | 0.3% | |
| Mutual of America MoA Clear Passage 2065 | — | — | — | $53K | 0.3% | |
| Mutual of America MoA Core Bond Fund | — | — | — | $52K | 0.3% | |
| Mutual of America MoA International Fund | — | — | — | $42K | 0.2% | |
| Mutual of America MoA Conservative Allocation Fund | — | — | — | $35K | 0.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America American Century Investments VP Capital Appreciation Fund | — | — | — | $32K | 0.2% | |
| Mutual of America MoA Money Market Fund | — | — | — | $31K | 0.2% | |
| Mutual of America MoA All America Fund | — | — | — | $28K | 0.2% | |
| Mutual of America MoA Retirement Income Fund | — | — | — | $21K | 0.1% | |
| Invesco V.I. Main Street Fund | — | — | — | $20K | 0.1% | |
| Fidelity VIP Mid Cap Portfolio | — | — | — | $20K | 0.1% | |
| Vanguard VIF International Portfolio | — | — | — | $19K | 0.1% | |
| Vanguard VIF Real Estate Index Portfolio | — | — | — | $18K | <0.1% | |
| Mutual of America MoA Clear Passage 2060 Fund | — | — | — | $18K | <0.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America American Funds Insurance Series New World Fund | — | — | — | $12K | <0.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Balanced Fund | — | — | — | $10K | <0.1% | |
| Mutual of America MoA Small Cap Equity Index Fund | — | — | — | $9K | <0.1% | |
| MFS VIT III Mid Cap Value Portfolio | — | — | — | $9K | <0.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America Calvert VP SRI Balanced Portfolio | — | — | — | $8K | <0.1% | |
| Mutual of America MoA Intermediate Bond Fund | — | — | — | $6K | <0.1% | |
| Mutual of America MoA Mid Cap Value Fund | — | — | — | $6K | <0.1% | |
| Vanguard VIF Total Bond Market Index Portfolio | — | — | — | $2K | <0.1% | |
| Delaware VIP Small Cap Value Series | — | — | — | $1K | <0.1% | |
| PIMCO VIT Real Return Portfolio | — | — | — | $1K | <0.1% | |
| Goldman Sachs Goldman Sachs VIT Small Cap Equity Insights Fund | — | — | — | $1K | <0.1% |