Original filing (PDF)20250718144533NAL0002800816001

HOMER HOYT INSTITUTE

Name: HOMER HOYT INSTITUTE — HHI/ASI/HAS PLAN, Form 5500 (2024)
Creator: HOMER HOYT INSTITUTE

Form 5500-SF

FILING_RECEIVED

HHI/ASI/HAS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOMER HOYT INSTITUTE.

Plan sponsor

Name

HOMER HOYT INSTITUTE

EIN

52-6078282

Address

760 U.S. HIGHWAY ONE, SUITE 300 · NORTH PALM BEACH, FL · 33408

Phone

(561) 694-7621

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

JOY OUTDOOR EDUCATION CENTER

JOEC 401(K) PLAN

$1.5M · 33 participants

CORE EDUCATION SERVICES PBC

CORE EDUCATION SERVICES PBC 401(K) PLAN

$1.5M · 83 participants

CENTER FOR EDUCATIONAL DOCUMENTATION

CENTER FOR EDUCATIONAL DOCUMENTATION, INC. 401(K) PROFIT SHARING PLAN

$1.5M · 2 participants

ST. BENEDICT EDUCATION CENTER

ST. BENEDICT EDUCATION CENTER RETIREMENT PLAN

$1.5M · 24 participants

CHRISTIAN FAMILY MONTESSORI SCHOOL

CHRISTIAN FAMILY MONTESSORI SCHOOL CONTRIBUTION RETIREMENT PLAN