Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan

• Opportunity

  Low participant contribution

  Participant contribution per participant is in the bottom quintile of the peer cohort.

  Schedule H, line 2a(1)(B)
• Opportunity

  Low returns

  Annual investment return is in the bottom quintile of the peer cohort.

  Schedule H, line 2
• Opportunity

  Few collective trusts

  0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.

  Schedule H, line 4i

Industry

54 - Professional, Scientific, and Technical Services

Plan type

Defined contribution

Participants

100-249

Cohort

6,114 peers

Snapshot

2025

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

• 2F
  ERISA section 404(c) plan

  This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
• 2G
  Total participant-directed account plan

  Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
• 2L
  Code section 403(b)(1) arrangement

  Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
• 2M
  Code section 403(b)(7) accounts

  Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
• 2T
  Default investment account

  Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.