Original filing (PDF)20240701073612NAL0005172416003

PSYCHOLOGICAL INSTITUTE & ANALYTICS, LLC

Name: PSYCHOLOGICAL INSTITUTE & ANALYTICS, LLC — PSYCHOLOGICAL INSTITUTE & ANALYTICS, LLC RETIREMENT TRUST, Form 5500 (2023)
Creator: PSYCHOLOGICAL INSTITUTE & ANALYTICS, LLC

Form 5500-SF

FILING_RECEIVED

PSYCHOLOGICAL INSTITUTE & ANALYTICS, LLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

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

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 PSYCHOLOGICAL INSTITUTE & ANALYTICS, LLC.

Plan sponsor

Name

PSYCHOLOGICAL INSTITUTE & ANALYTICS, LLC

EIN

81-3324801

Address

16781 CHAGRIN BOULEVARD · 117 · SHAKER HEIGHTS, OH · 44120

Phone

(216) 272-4910

Industry

Professional & Technical Servicessee all

Plan administrator