Form 5500 Search

CFA INSTITUTE

EIN 54-1386480CHARLOTTESVILLE, VA

CFA INSTITUTE (EIN 54-1386480) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $240.4M in plan assets and 784 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
2
Participants
784
Total assets
$240.4M
A CFA INSTITUTE employee? See the CFA INSTITUTE 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 54-1386480

Form 5500 search →
PlanPlan #ParticipantsAssets
CFA INSTITUTE 401(K) PLAN002403$240.4M
CFA INSTITUTE EMPLOYEE BENEFITS PLAN501381$0

Service providers reported by CFA INSTITUTE

Providers are read from the Schedule C service-provider disclosures across this employer’s filings.

About this EIN

54-1386480 is the Employer Identification Number (EIN) CFA INSTITUTE reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.

Find other employers in the same state on Virginia EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

CFA INSTITUTE EIN & Form 5500