How big is Ethic Inc.'s plan?

Ethic Inc.'s plan reported $1.2M in assets and 63 participants for 2024.

Original filing (PDF)20250711134244NAL0009655440001

Ethic Inc.

Name: Ethic Inc. — Ethic Inc. 401(k) Plan, Form 5500 (2024)
Creator: Ethic Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ethic Inc. 401(k) Plan

401(k) retirement plan · Ethic Inc.'s Ethic Inc. 401(k) Plan held $1.2M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jennie Lacourt signed Ethic Inc.'s 2024 Form 5500 as plan administrator.

Jennie Lacourt — 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

Ethic Inc.'s EIN is 47-3241818.

EIN 47-3241818

Plan number 001

Plan year 2024

ACK ID 20250711134244NAL0009655440001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ethic Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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. 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.

Plan sponsor

Name

ETHIC INC.

EIN

all filings

Address

99 HUDSON STREET · 17TH FLOOR · NEW YORK, NY · 10013

Phone

(305) 218-3195

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2024-12-31

Filed

2025-07-11

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

2S · Automatic enrollment

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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