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INSTITUTE FOR CITIZENS AND SCHOLARS, INC. — INSTITUTE FOR CITIZENS AND SCHOLARS, INC. DC PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260311161621NAL0005370049001
INSTITUTE FOR CITIZENS AND SCHOLARS, INC.
Form 5500-SF
FILING_RECEIVED
INSTITUTE FOR CITIZENS AND SCHOLARS, INC. DC PLAN
403(b) retirement plan
Active participants
27
Accounts w/ balance
76
Plan assets (EOY)
$13.8M
Net assets (EOY)
$13.8M
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
INSTITUTE FOR CITIZENS AND SCHOLARS, INC.
.
Find decision makers
Plan sponsor
Name
INSTITUTE FOR CITIZENS AND SCHOLARS, INC.
EIN
21-0703075
Address
104 CARNEGIE CENTER, · SUITE 301 · PRINCETON, NJ · 08540
Phone
(609) 452-7007
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
—
Trustee phone
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