Roosevelt Institute's EIN is 23-7213592.
Download the official 2024 Form 5500 (PDF) for Roosevelt Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roosevelt Institute's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE & ANNUITY | 13-1624203 | NEW YORK, NY | — | $11K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $6.3M | 86.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $54K | 0.7% | |
| [Assets held in pooled separate account] | Other | — | — | $54K | 0.7% |
