Original filing (PDF)20251014104705NAL0002668209001

THE INSTITUTE FOR PSYCHOANALYTIC TR

Name: THE INSTITUTE FOR PSYCHOANALYTIC TR — THE INSTITUTE FOR PSYCHOANALYTIC TRAINING AND RESEARCH 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: THE INSTITUTE FOR PSYCHOANALYTIC TR

Form 5500-SF

FILING_RECEIVED

THE INSTITUTE FOR PSYCHOANALYTIC TRAINING AND RESEARCH 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE INSTITUTE FOR PSYCHOANALYTIC TR.

Plan sponsor

Name

THE INSTITUTE FOR PSYCHOANALYTIC TR

EIN

13-6144019all filings

Address

1651 3RD AVE RM 205 · NEW YORK, NY · 10128

Phone

(212) 427-7070

Industry

Other Services (ex. Public Admin)see all

Plan administrator