HERBIE HANCOCK INSTITUTE OF JAZZ 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
7
Accounts w/ balance
9
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
73
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERBIE HANCOCK INSTITUTE OF JAZZ.
Plan sponsor
Name
HERBIE HANCOCK INSTITUTE OF JAZZ
EIN
52-1544030
Address
5225 WISCONSIN AVENUE NW, SUITE 605 · WASHINGTON, DC · 20015
Phone
(202) 364-7272
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-07-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
