How big is Institute for Hand & Upper EXT's plan?

Institute for Hand & Upper EXT's plan reported $310K in assets and 4 participants for 2023.

Original filing (PDF)20240731065241NAL0014086483001

Institute for Hand & Upper EXT

Name: Institute for Hand & Upper EXT — Institute for Hand, Form 5500 (2023)
Creator: Institute for Hand & Upper EXT
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Institute for Hand & Upper EXT 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Institute for Hand & Upper EXT's Institute for Hand & Upper EXT 401(k) Profit Sharing Plan & Trust held $310K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$310K

Net assets (EOY)

$310K

People on this filing

Linda Stanley signed Institute for Hand & Upper EXT's 2023 Form 5500 as plan administrator.

Linda Stanley — 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

Institute for Hand & Upper EXT's EIN is 23-3080305.

EIN 23-3080305

Plan number 001

Plan year 2023

ACK ID 20240731065241NAL0014086483001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Institute for Hand & Upper EXT from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Institute for Hand & Upper EXT's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

INSTITUTE FOR HAND & UPPER EXT

EIN

all filings

Address

PO BOX 341 · HARLEYSVILLE, PA · 19438

Phone

(215) 348-9549

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator