How big is The Institute for Growth &'s plan?

The Institute for Growth &'s plan reported $1.0M in assets and 122 participants for 2023.

Original filing (PDF)20240719100229NAL0010938048001

The Institute for Growth &

Name: The Institute for Growth & — The IGD 401(k) Plan, Form 5500 (2023)
Creator: The Institute for Growth &
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The IGD 401(k) Plan

401(k) retirement plan · The Institute for Growth &'s The IGD 401(k) Plan held $1.0M in plan assets for 122 participants in 2023.

Signals · 1

No auditor on file

Active participants

122

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Brandi Gardner signed The Institute for Growth &'s 2023 Form 5500 as plan administrator.

Brandi Gardner — 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

The Institute for Growth &'s EIN is 30-0217525.

EIN 30-0217525

Plan number 001

Plan year 2023

ACK ID 20240719100229NAL0010938048001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

The Institute for Growth &'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score