Original filing (PDF)20260109132444NAL0010187105001

COLLECTIVE HERITAGE INSTITUTE/BIONEERS

Name: COLLECTIVE HERITAGE INSTITUTE/BIONEERS — COLLECTIVE HERITAGE INSTITUTE/BIONEERS 403(B) PLAN, Form 5500 (2024)
Creator: COLLECTIVE HERITAGE INSTITUTE/BIONEERS

Form 5500-SF

FILING_RECEIVED

COLLECTIVE HERITAGE INSTITUTE/BIONEERS 403(B) PLAN

403(b) retirement 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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLLECTIVE HERITAGE INSTITUTE/BIONEERS.

Plan sponsor

Name

COLLECTIVE HERITAGE INSTITUTE/BIONEERS

EIN

85-0432731

Address

215 LINCOLN AVE · #202 · SANTA FE, NM · 87501

Phone

(505) 395-2744

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

2K · 401(m) arrangement

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

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