How big is Instedd's plan?

Instedd's plan reported $292K in assets and 4 participants for 2024.

Original filing (PDF)20250907183957NAL0039573570001

Instedd

Name: Instedd — Instedd Retirement Plan, Form 5500 (2024)
Creator: Instedd
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Instedd Retirement Plan

403(b) retirement plan · Instedd's Instedd Retirement Plan held $292K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$292K

Net assets (EOY)

$292K

People on this filing

Wendy Schultz-Henry signed Instedd's 2024 Form 5500 as plan administrator.

Wendy Schultz-Henry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Instedd's EIN is 20-4895174.

EIN 20-4895174

Plan number 001

Plan year 2024

ACK ID 20250907183957NAL0039573570001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Instedd from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Instedd's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSTEDD.

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Plan health score

Top-tier plan health

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

Helping the score

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

Plan sponsor

Name

INSTEDD

EIN

all filings

Address

4701 PATRICK HENRY DR BLDG 5 SUITE · SANTA CLARA, CA · 950541863

Phone

(408) 962-1590

Industry

Professional & Technical Services

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

2025-09-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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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