How big is Institute for Sustainable Communities' plan?

Institute for Sustainable Communities' plan reported $7.2M in assets and 35 participants for 2024.

Original filing (PDF)20251002083513NAL0000186225001

Institute for Sustainable Communities

Name: Institute for Sustainable Communities — Institute, Form 5500 (2024)
Creator: Institute for Sustainable Communities
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Institute for Sustainable Communities Tax Deferred Annuity Plan

403(b) retirement plan · Institute for Sustainable Communities' Institute for Sustainable Communities Tax Deferred Annuity Plan held $7.2M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

122

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan identifiers

Institute for Sustainable Communities' EIN is 22-3098727.

EIN 22-3098727

Plan number 002

Plan year 2024

ACK ID 20251002083513NAL0000186225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Institute for Sustainable Communities from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Institute for Sustainable Communities' plan includes a 403(b) annuity, 403(b) custodial accounts, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSTITUTE FOR SUSTAINABLE COMMUNITIES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

INSTITUTE FOR SUSTAINABLE COMMUNITIES

EIN

all filings

Address

535 STONE CUTTERS WAY · MONTPELIER, VT · 05602

Phone

(802) 229-2900

Industry

Educational Services

Plan administrator