Plan Ledger DOL Form 5500 · updated monthly

The Institutes of Applied Human Dynamics, Inc.401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC. · TARRYTOWN, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

The Institutes of Applied Human Dynamics, Inc. reported $9,416 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $478 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.04% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,684th-largest of 5,648 plans among New York employers on file, and the 3,980th of 11,911 in health care & social assistance. In 2024, employees put in $2.28 for every $1.00 the employer contributed; active participation has grown from 884 to 1,045 since 2022.

Plan summary
Net assets, end of year$17,944,691
Participants with balances885
Active participants1,045
Employer contributions$499,412
Employee contributions$1,139,918
Employer contribution per active participant$478
Average account balance$20,276
Benefits paid to participants$1,358,732
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.9M · 885 accts · $499K emplr
2023$16.1M · 883 accts · $435K emplr
2022$14.9M · 906 accts · $404K emplr
The The Institutes of Applied Human Dynamics, Inc. 401(k) match · 2024
Employer contribution per active participant$478
Median for plans this size$2,416
2024$478 per active participant
2023$435 per active participant
2022$458 per active participant

The Institutes of Applied Human Dynamics, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$12,511

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$9,416 · 0.06%
2023$5,208 · 0.03%
2022$6,517 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · New York
Hcr NY$18.2M · 0.46%
Galileo, Inc. NY$17.7M · 0.39%
Harlem Children's Zone, Inc NY$17.6M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132573827 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.