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.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| CFA Institute 401(k) Plan | 002 | 403 | $240.4M |
| CFA Institute Employee Benefits Plan | 501 | 381 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
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?
