Original filing (PDF)20250905194555NAL0036276002001

THE HUDSON INSTITUTE OF SANTA BARBARA DBA HUDSON INSTITUTE OF COACHING

Name: THE HUDSON INSTITUTE OF SANTA BARBARA DBA HUDSON INSTITUTE OF COACHING — HUDSON INSTITUTE OF COACHING DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: THE HUDSON INSTITUTE OF SANTA BARBARA DBA HUDSON INSTITUTE OF COACHING

Form 5500-SF

FILING_RECEIVED

HUDSON INSTITUTE OF COACHING DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HUDSON INSTITUTE OF SANTA BARBARA DBA HUDSON INSTITUTE OF COACHING.

Plan sponsor

Name

THE HUDSON INSTITUTE OF SANTA BARBARA DBA HUDSON INSTITUTE OF COACHING

EIN

77-0133528

Address

100 NORTH HOPE AVENUE #18 · SANTA BARBARA, CA · 93110

Phone

(805) 682-3883

Industry

Professional & Technical 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

2025-09-05

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

STEVEN E. KOONIN

STEVEN E. KOONIN PENSION PLAN

$1.6M · 2 participants

AMERICAN PROCESS MANAGEMENT, LLC

AMERICAN PROCESS MANAGEMENT 401(K) PLAN

$1.6M · 77 participants

HR-HAVEN, INC.

HR-HAVEN, INC. RETIREMENT PLAN 401(K) & TRUST

$1.6M · 8 participants

NORTHCROSS GROUP

NORTHCROSS GROUP 401(K) P/S PLAN

$1.6M · 20 participants

VALOGIC, LLC

VALOGIC, LLC 401(K) PLAN

$1.6M · 33 participants