Original filing (PDF)20250606094909NAL0009827379001

THE WITHERSPOON INSTITUTE, INC.

Name: THE WITHERSPOON INSTITUTE, INC. — WITHERSPOON INSTITUTE INC 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: THE WITHERSPOON INSTITUTE, INC.

Form 5500-SF

FILING_RECEIVED

WITHERSPOON INSTITUTE INC 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 THE WITHERSPOON INSTITUTE, INC..

Plan sponsor

Name

THE WITHERSPOON INSTITUTE, INC.

EIN

55-0835528

Address

16 STOCKTON STREET · PRINCETON, NJ · 08540

Phone

(609) 688-8779

Industry

Other Services (ex. Public Admin)see 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

2025-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

AMERICAN ASSOC OF SUICIDOLOGY

$1.1M · 2 participants

CENTER ON HALSTED

CENTER ON HALSTED 403(B) PLAN

$1.1M · 67 participants

KIDS ALIVE INTERNATIONAL, INC.

KIDS ALIVE INTERNATIONAL 403(B) PLAN

$1.1M · 50 participants

THE LUTHERAN ALL FAITHS CEMETERY

THE LUTHERAN CEMETERY REGULAR UNION EMPLOYEES' RETIREMENT PLAN

$1.1M · 7 participants

MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC.

TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC.