Search public Form 5500 filings

13 results

Companies

planCfa Institute 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Cfa InstituteEIN: 54-1386480Plan: 002Participants: 742Assets: $216,472,298Location: Charlottesville, VALatest: 2023
planCfa Institute Employee Benefits Plan2023 filing
Sponsor: Cfa InstituteEIN: 54-1386480Plan: 501Participants: 395Assets: not reported in the loaded datasetLocation: Charlottesville, VALatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Cfa Institute 401(K) Plan
Sponsor: Cfa InstituteEIN: 54-1386480Plan: 002Ack ID: 20241015125948NAL0056259922001
filing2023 Form 5500 — Cfa Institute Employee Benefits Plan
Sponsor: Cfa InstituteEIN: 54-1386480Plan: 501Ack ID: 20240509154106NAL0030392465001