Cfa Institute 401(K) Plan — Form 5500 plan (Cfa Institute)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cfa Institute 401(K) Plan is a benefit plan reported by Cfa Institute under EIN 54-1386480 and plan number 002. The latest loaded filing year is 2023. The filing reports 742 participants and $216,472,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cfa Institute
- EIN
- 54-1386480
- Plan number
- 002
- Plan type
- 2
- Location
- Charlottesville, VA
- Latest filing year
- 2023
- Participants
- 742
- End-of-year plan assets
- $216,472,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 742 | H, C | 20241015125948NAL0056259922001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $216,472,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $216,472,298
- Net assets (BOY)
- $182,524,819
Income & contributions
- Employer contributions
- $6,956,750
- Participant contributions
- $4,559,932
- Total contributions
- $12,047,976
- Total income / additions
- $45,161,294
Expenses & distributions
- Benefits paid
- $11,167,626
- Administrative expenses
- $46,189
- Total expenses
- $11,213,815
- Net increase / (decrease)
- $33,947,479
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $44,039 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $3,630 | $0 | 2023 |