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Original filing (PDF)20251010103106NAL0007522721001
THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS,INC.
Form 5500
FILING_RECEIVED
IEEE, INC. SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,264
Accounts w/ balance
1,631
Plan assets (EOY)
$622.0M
Net assets (EOY)
$622.0M
How this plan invests
This plan
16 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS,INC..
Plan sponsor
Name
THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS,INC.
EIN
13-1656633
Address
445 HOES LANE · PISCATAWAY, NJ · 088544141
Phone
(732) 562-5317
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $76K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $201 | — |
Investments
11 direct securities · 16 pooled funds· $622.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$479.0M
16 holdings
Uncategorized
$105.1M
10 holdings
Mutual Funds
$37.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $98.1M | 15.8% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $84.3M | 13.5% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $73.8M | 11.9% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $65.3M | 10.5% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $42.9M | 6.9% | |
| JP Morgan Large Cap Growth R6 # | Mutual Funds | — | — | $37.9M | 6.1% | |
| Vanguard Institutional Index Fund Institutional # | — | — | — | $36.8M | 5.9% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $26.6M | 4.3% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $24.5M | 3.9% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $23.3M | 3.7% | |
| T. Rowe Price Mid-Cap Growth Fund # | — | — | — | $19.7M | 3.2% | |
| T. Rowe Price Equity Income Fund # | — | — | — | $11.5M | 1.8% | |
| T. ROWE PRICE U.S. SMALL-CAP VALUE T. ROWE PRICE TRUST COMPANY · EIN 37-6495449 / PN 001 | Common Collective Trust | — | — | $10.5M | 1.7% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $8.9M | 1.4% | |
| Vanguard Total Bond Market Index Fund Institutional # | — | — | — | $8.6M | 1.4% | |
| Vanguard Total International Stock Index Fund Institutional # | — | — | — | $7.6M | 1.2% | |
| FIAM CORE PLUS CLASS F FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $6.9M | 1.1% | |
| Self-Directed Brokerage Accounts Schwab Personal Choice Retirement Account # | — | — | — | $6.6M | 1.1% | |
| Vanguard Extended Market Index Fund Institutional # | — | — | — | $6.5M | 1.1% | |
| maturing at various dates through 2048 # | — | — | — | $4.5M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.7M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.3M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $3.1M | 0.5% | |
| American Funds International Growth and Income Fund Class R-6 # | — | — | — | $3.0M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.3% | |
| Money Market Fund Vanguard Treasury Money Market Fund # | — | — | — | $164K | <0.1% |