# Institute For Healthcare Improvement 401(k) Plan
Source: https://planprovider.pro/companies/institute-for-healthcare-improvement-401k-plan

> Institute For Healthcare Improvement's 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Institute For Healthcare Improvement

- **Sponsor EIN:** 383017223

- **Sponsor Address:** 53 STATE STREET, 19TH FLOOR, BOSTON, MA, 02109

- **Plan Type:** 401(k)

- **Total Participants:** 170

- **Total Assets:** $30.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|170|$30.7M|$394,607|$2.1M|

| 2023|183|$27.3M|$421,267|$2.0M|

| 2022|182|$23.0M|$373,818|$1.8M|

## 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|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## 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|

| 2024|$70,622|$35,277|—|—|—|

| 2023|$78,871|$29,077|—|$14,470|—|

| 2022|$66,302|$2,781|—|—|—|

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