Institute on Taxation and Economic Policy

Felicia Smith signed Institute on Taxation and Economic Policy's 2024 Form 5500 as plan administrator.

• Felicia Smith — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Institute on Taxation and Economic Policy's EIN is 04-2688165.

Download the official 2024 Form 5500 (PDF) for Institute on Taxation and Economic Policy from the U.S. Department of Labor's EFAST2 system.

Institute on Taxation and Economic Policy's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).