· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EAST WEST MANAGEMENT INSTITUTE, INC. — EAST WEST MANAGEMENT INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250527142027NAL0017268578001
EAST WEST MANAGEMENT INSTITUTE, INC.
Form 5500-SF
FILING_RECEIVED
EAST WEST MANAGEMENT INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
28
Accounts w/ balance
42
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EAST WEST MANAGEMENT INSTITUTE, INC.
.
Find decision makers
Plan sponsor
Name
EAST WEST MANAGEMENT INSTITUTE, INC.
EIN
13-3586432
Address
575 MADISON AVENUE, SUITE 702 · NEW YORK, NY · 100228509
Phone
(212) 843-7660
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-27
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
TEAM SAN JOSE
TEAM SAN JOSE 401(K) PLAN
$11.9M · 145 participants
HOUSTON ENDOWMENT INC.
HOUSTON ENDOWMENT INC. EMPLOYEE 401(K) PLAN
$11.9M · 41 participants
US GRAINS COUNCIL
US GRAINS COUNCIL 401(K) PLAN AND TRUST
$11.9M · 45 participants
FOOD RESEARCH AND ACTION CENTER
FRAC TAX DEFERRED ANNUITY PLAN
$11.9M · 42 participants
THE PROTECT DEMOCRACY PROJECT
THE PROTECT DEMOCRACY PROJECT 401(K) PS PLAN
$11.9M · 119 participants
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
WYNMOOR COMMUNITY COUNCIL, INC.
WYNMOOR COMMUNITY COUNCIL, INC. 401(K) PLAN
$11.9M · 150 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
