Original filing (PDF)20251230152550NAL0020111905001

CHINA INSTITUTE IN AMERICA - RA

Name: CHINA INSTITUTE IN AMERICA - RA — Form 5500 (2024)
Creator: CHINA INSTITUTE IN AMERICA - RA

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan

Active participants

102

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHINA INSTITUTE IN AMERICA - RA.

Plan sponsor

Name

CHINA INSTITUTE IN AMERICA - RA

EIN

13-1623937

Address

100 WASHINGTON ST · NEW YORK, NY · 100061707

Phone

(212) 744-8181

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-30

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 22% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.