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HASSMAN RESEARCH INSTITUTE LLC — Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230207091850NAL0017281763001
HASSMAN RESEARCH INSTITUTE LLC
Form 5500-SF
FILING_RECEIVED
HASSMAN RESEARCH INSTITUTE LLC
401(k) retirement plan
Signals · 2
Late filing · 26.7 mo
No auditor on file
Active participants
131
Accounts w/ balance
69
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
66
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
35
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HASSMAN RESEARCH INSTITUTE LLC
.
Find decision makers
Plan sponsor
Name
HASSMAN RESEARCH INSTITUTE LLC
EIN
81-0721585
Address
175 CROSS KEYS ROAD , STE 109 · BERLIN, NJ · 08009
Phone
(609) 456-7218
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2019-01-01
Tax period
2019-12-31
Filed
2023-02-07
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
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80
Knocking points off
No independent qualified public accountant (IQPA) named.
Filed 26.7 months past the 10.5-month grace window.
53% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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