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INSTITUTE FOR LOCAL SELF-RELIANCE — INSTITUTE FOR LOCAL SELF-RELIANCE DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250616113008NAL0000450995006
INSTITUTE FOR LOCAL SELF-RELIANCE
Form 5500-SF
FILING_RECEIVED
INSTITUTE FOR LOCAL SELF-RELIANCE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
29
Accounts w/ balance
41
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
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 LOCAL SELF-RELIANCE
.
Find decision makers
Plan sponsor
Name
INSTITUTE FOR LOCAL SELF-RELIANCE
EIN
23-7394104
Address
1200 18TH ST, NW, STE 700 · WASHINGTON, DC · 20036
Phone
(202) 898-1610
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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UNION GOSPEL MISSION
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.
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