Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHALOM HARTMAN INST OF N AMERICA
EIN 13-3014387Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
169
1 PENN PLZ STE 1606 - NEW YORK, NY 10115212-268-0300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.8M assets / 169 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 403(B) PLAN
403b
Assets$5.4M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 401(A) PLAN
ProfitSharing
Assets$2.4M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 403(B) PLAN | 403b | $5.4M | 100 | 2025 | |
| 003 | SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 401(A) PLAN | ProfitSharing | $2.4M | 69 | 2025 |
Retirement plans