How big is Institute for Behavioral Healt's plan?

Institute for Behavioral Healt's plan reported $570K in assets and 74 participants for 2024.

Original filing (PDF)20250611155319NAL0046406466001

Institute for Behavioral Healt

Name: Institute for Behavioral Healt — Institute for, Form 5500 (2024)
Creator: Institute for Behavioral Healt
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Institute for Behavioral Healt's Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust held $570K in plan assets for 74 participants in 2024.

Signals · 3

Possibly inadequate fidelity bond100% in single holdingCorrective distributions issued

Active participants

Accounts w/ balance

136

Plan assets (EOY)

$570K

Net assets (EOY)

$570K

People on this filing

Azadeh Jebelli signed Institute for Behavioral Healt's 2024 Form 5500 as plan administrator.

Azadeh Jebelli — 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 Behavioral Healt's EIN is 46-2100301.

EIN 46-2100301

Plan number 001

Plan year 2024

ACK ID 20250611155319NAL0046406466001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Institute for Behavioral Healt from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Institute for Behavioral Healt'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 INSTITUTE FOR BEHAVIORAL HEALT.

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off