· 2022–2024 · DOL EFAST2

WHARTON INSTITUTE FOR THE PERF — WHARTON INSTITUTE FOR THE PERF 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250811093742NAL0009899296001

WHARTON INSTITUTE FOR THE PERF

Form 5500-SF

FILING_RECEIVED

WHARTON INSTITUTE FOR THE PERF 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

82

Accounts w/ balance

7

Plan assets (EOY)

$129K

Net assets (EOY)

$129K

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

37

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 WHARTON INSTITUTE FOR THE PERF.

Plan sponsor

Name

WHARTON INSTITUTE FOR THE PERF

EIN

22-2609457

Address

60 LOCUST AVE · BERKELEY HEIGHTS, NJ · 079221602

Phone

(908) 790-0700

Industry

Educational Servicessee 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

2025-08-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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