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Sponsor portfolio

THE HETRICK-MARTIN INSTITUTE, INC.

EIN 13-3104537-non-profit organization management-Latest filing 2024
Plans
3
Retirement
3
$3.2M assets
Welfare
0
Participants
116
2 ASTOR PLACE, 3RD FLOOR - NEW YORK, NY 10003212-674-2600hmi.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filings
#001401k-$2.2M - 70 part#004403b-$705K - 26 part#003403b-$317K - 20 part

Retirement portfolio analytics

3 plans aggregated / $3.2M assets / 116 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • HETRICK-MARTIN INSTITUTE 401(K... (#001)69%
  • INC. 403(B)TDA PLAN (#004)22%
  • INC. 403(B)DC PLAN (#003)10%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HETRICK-MARTIN INSTITUTE 401(K... (#001)70
  • INC. 403(B)TDA PLAN (#004)26
  • INC. 403(B)DC PLAN (#003)20
Total 116Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE HETRICK-MARTIN INSTITUTE 401(K) PLAN

401k

Assets$2.2M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

THE HETRICK-MARTIN INSTITUTE, INC. 403(B)TDA PLAN

403b

Assets$705K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE HETRICK-MARTIN INSTITUTE, INC. 403(B)DC PLAN

403b

Assets$317K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001THE HETRICK-MARTIN INSTITUTE 401(K) PLAN401k$2.2M702024
004THE HETRICK-MARTIN INSTITUTE, INC. 403(B)TDA PLAN403b$705K262024
003THE HETRICK-MARTIN INSTITUTE, INC. 403(B)DC PLAN403b$317K202024
Retirement plans
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