Original filing (PDF)20240719100229NAL0010938048001

THE INSTITUTE FOR GROWTH &

Name: THE INSTITUTE FOR GROWTH & — THE IGD 401K PLAN, Form 5500 (2023)
Creator: THE INSTITUTE FOR GROWTH &

Form 5500-SF

FILING_RECEIVED

THE IGD 401K PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

122

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE INSTITUTE FOR GROWTH &.

Plan sponsor

Name

THE INSTITUTE FOR GROWTH &

EIN

30-0217525

Address

41 KNIGHTBOXX RD · ORANGE PARK, FL · 32065

Phone

(904) 385-2135

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-19

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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