# Institute For Health Recovery 403(b) Plan
Source: https://planprovider.pro/companies/institute-for-health-recovery-403b-plan

> Institute For Health Recovery's 403(b) plan: 109 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Institute For Health Recovery

- **Sponsor EIN:** 043086647

- **Sponsor Address:** 75 NORTH BEACON STREET, WATERTOWN, MA, 02472

- **Plan Type:** 403(b)

- **Total Participants:** 109

- **Total Assets:** $10.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|109|$10.5M|$0|$0|

| 2024|101|$9.5M|$0|$0|

| 2023|93|$8.5M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| DAVISKELLY LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$150|—|—|—|—|

| 2024|$350|—|—|—|—|

| 2023|$100|—|—|—|—|

## Similar Plans

- [The Belmont Day School, INC.](https://planprovider.pro/companies/the-belmont-day-school-inc-403b-plan) — 109 participants

- [Bancroft School](https://planprovider.pro/companies/bancroft-school-403b-plan) — 111 participants

- [Brimmer And May School](https://planprovider.pro/companies/brimmer-and-may-school-403b-plan) — 107 participants

- [Newton Montessori School INC. Dba Wellan Montess](https://planprovider.pro/companies/newton-montessori-school-inc-dba-wellan-montess-403b-plan) — 104 participants

- [The Fenn School INC.](https://planprovider.pro/companies/the-fenn-school-403b-plan) — 102 participants

- [Wellesley College](https://planprovider.pro/companies/wellesley-college-plan-001) — 116 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/institute-for-health-recovery-403b-plan)

© 2026 PlanProvider.Pro