Search public Form 5500 filings

Plans

• 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