Original filing (PDF)20251015152047NAL0002539955004

AMER. INST. FOR RESEARCH IN THE BEHAVIORAL SCIENCES

Name: AMER. INST. FOR RESEARCH IN THE BEHAVIORAL SCIENCES — LEARNING POINT ASSOCIATES TAX DEFERRED ANNUITY PLA, Form 5500 (2024)
Creator: AMER. INST. FOR RESEARCH IN THE BEHAVIORAL SCIENCES

Form 5500-SF

FILING_RECEIVED

LEARNING POINT ASSOCIATES TAX DEFERRED ANNUITY PLA

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMER. INST. FOR RESEARCH IN THE BEHAVIORAL SCIENCES.

Plan sponsor

Name

AMER. INST. FOR RESEARCH IN THE BEHAVIORAL SCIENCES

EIN

25-0965219

Address

1400 CRYSTAL DRIVE, 10TH FLOOR · ARLINGTON, VA · 222023289

Phone

(202) 403-5000

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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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