How big is Institute 4 Priority Thinking, LLC's plan?

Institute 4 Priority Thinking, LLC's plan reported $1.6M in assets and 2 participants for 2024.

Original filing (PDF)20250917143009NAL0000561424001

Institute 4 Priority Thinking, LLC

Name: Institute 4 Priority Thinking, LLC — Institute 4, Form 5500 (2024)
Creator: Institute 4 Priority Thinking, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Institute 4 Priority Thinking, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Institute 4 Priority Thinking, LLC's Institute 4 Priority Thinking, LLC 401(k) Profit Sharing Plan held $1.6M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Peter Demarco signed Institute 4 Priority Thinking, LLC's 2024 Form 5500 as plan administrator.

Peter Demarco — 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 4 Priority Thinking, LLC's EIN is 43-2029825.

EIN 43-2029825

Plan number 001

Plan year 2024

ACK ID 20250917143009NAL0000561424001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Institute 4 Priority Thinking, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Institute 4 Priority Thinking, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSTITUTE 4 PRIORITY THINKING, LLC.

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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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

INSTITUTE 4 PRIORITY THINKING, LLC

EIN

all filings

Address

151 HOWELL STREET · CANANDAIGUA, NY · 14424

Phone

(585) 388-2040

Industry

Admin Support & Waste Mgmt

Plan administrator