Original filing (PDF)20250711141040NAL0017341634001

INSTL EQUITIES INC

Name: INSTL EQUITIES INC — INSTL EQUITIES INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: INSTL EQUITIES INC

Form 5500-SF

FILING_RECEIVED

INSTL EQUITIES INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 INSTL EQUITIES INC.

Plan sponsor

Name

INSTL EQUITIES INC

EIN

16-0913047

Address

15 THORNWOOD DRIVE 4860 · ITHACA, NY · 14852

Phone

(607) 277-4050

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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