Original filing (PDF)20250428165334NAL0012486561001

SHALOM HARTMAN INSTITUTE OF NORTH A

Name: SHALOM HARTMAN INSTITUTE OF NORTH A — SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 403(B) PLAN, Form 5500 (2024)
Creator: SHALOM HARTMAN INSTITUTE OF NORTH A

Form 5500-SF

FILING_RECEIVED

SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score

/ 100

Grade B

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHALOM HARTMAN INSTITUTE OF NORTH A.

Plan sponsor

Name

SHALOM HARTMAN INSTITUTE OF NORTH A

EIN