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INSTITUTE FOR HEALTHCARE ADVANCEMENT — IHA 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250725054648NAL0015987474001
INSTITUTE FOR HEALTHCARE ADVANCEMENT
Form 5500-SF
FILING_RECEIVED
IHA 403(B) PLAN
403(b) retirement plan
Active participants
19
Accounts w/ balance
29
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
INSTITUTE FOR HEALTHCARE ADVANCEMENT
.
Find decision makers
Plan sponsor
Name
INSTITUTE FOR HEALTHCARE ADVANCEMENT
EIN
33-0483197
Address
50 S. ANAHEIM BLVD., SUITE 200 · ANAHEIM, CA · 92805
Phone
(562) 690-4001
Industry
Educational Services
see 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
2025-07-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION
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$4.2M · 11 participants
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$4.2M · 67 participants
VOCATIONAL GUIDANCE SERVICES
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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KIDS' BASE & THE LITTLE SCHOOL
RETIREMENT PLAN FOR THE EMPLOYEES OF KIDS' BASE AND THE LITTLE SCHOOL
$4.2M · 52 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
