Original filing (PDF)20251224102232NAL0006763987001

THE HETRICK-MARTIN INSTITUTE, INC.

Name: THE HETRICK-MARTIN INSTITUTE, INC. — THE HETRICK-MARTIN INSTITUTE, INC. 403(B)DC PLAN, Form 5500 (2024)
Creator: THE HETRICK-MARTIN INSTITUTE, INC.

Form 5500-SF

FILING_RECEIVED

THE HETRICK-MARTIN INSTITUTE, INC. 403(B)DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HETRICK-MARTIN INSTITUTE, INC..

Plan sponsor

Name

THE HETRICK-MARTIN INSTITUTE, INC.

EIN

13-3104537

Address

2 ASTOR PLACE · NEW YORK, NY · 10003

Phone

(212) 674-8651

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-12-23

Filed

2025-12-24

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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