# The Institute For Family Health 401(k) Plan
Source: https://planprovider.pro/companies/the-institute-for-family-health-401k-plan

> The Institute For Family Health's 401(k) plan: 1,348 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Institute For Family Health

- **Sponsor EIN:** 133273402

- **Sponsor Address:** 2006 MADISON AVENUE, NEW YORK, NY, 10035

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

- **Total Participants:** 1,348

- **Total Assets:** $38.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|1,348|$38.9M|$1.6M|$4.8M|

| 2023|1,393|$30.4M|$1.6M|$4.5M|

| 2022|1,393|$21.3M|$1.4M|$4.1M|

## 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|

| MUTUAL OF AMERICA SEC. CORP LLC|RECORD KEEPER|$191,598|—|$191,598|

| WILSHIRE ASSOCIATES|FIDUCIARY|$6,920|—|$6,920|

| COHNREZNICK LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $198,518

- **Estimated Expense Ratio:** 0.510% of plan assets

### 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|$198,518|$6,920|—|—|—|

| 2023|$186,952|—|—|—|—|

| 2022|$190,492|$108,715|$81,777|—|—|

## Similar Plans

- [Horizon Health Care](https://planprovider.pro/companies/horizon-health-care-plan) — 650 participants

- [Brighton Health Plan Solutions, LLC](https://planprovider.pro/companies/brighton-health-plan-solutions-llc-401k-plan) — 520 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-institute-for-family-health-401k-plan)

© 2026 PlanProvider.Pro