Institutes of Applied Human Dynamics 401(k) match, vesting and fees
What Institutes of Applied Human Dynamics' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Grassi & Co. Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Institutes of Applied Human Dynamics: employer contribution per participant | $564 | |
| Peer median | $1,337 |
| Institutes of Applied Human Dynamics: average balance | $20,276 | |
| Peer median | $35,764 |
| Institutes of Applied Human Dynamics: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $15M at the end of plan year 2021 to $17.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,243 | $17.9M | $499K | $564 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 1,172 | $16.1M | $435K | $492 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 1,115 | $14.9M | $404K | $446 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 881 | $15M | $271K | $374 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Institutes of Applied Human Dynamics match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc. have not been published from its filing yet. The plan year 2024 filing reports $499K in employer contributions, about $564 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Institutes of Applied Human Dynamics 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Institutes of Applied Human Dynamics 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is The Institutes of Applied Human Dynamics, Inc..
I left Institutes of Applied Human Dynamics. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Institutes of Applied Human Dynamics, Inc., (914) 220-4345) or the recordkeeper, Mutual of America Investment Corp. The Institutes of Applied Human Dynamics old 401(k) page lists the contacts from every plan filing. Find an old Institutes of Applied Human Dynamics 401(k)
Data from the public Form 5500 annual reports Institutes of Applied Human Dynamics filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Institutes of Applied Human Dynamics. Not financial advice. Report a correction · Methodology