· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE INSTITUTE FOR EVIDENCE BASED — THE INSTITUTE FOR EVIDENCE BASED CHANGE 401(K) PROFIT SHARING PLA, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250531054654NAL0008505761001
THE INSTITUTE FOR EVIDENCE BASED
Form 5500-SF
FILING_RECEIVED
THE INSTITUTE FOR EVIDENCE BASED CHANGE 401(K) PROFIT SHARING PLA
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$685K
Net assets (EOY)
$685K
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
THE INSTITUTE FOR EVIDENCE BASED
.
Find decision makers
Plan sponsor
Name
THE INSTITUTE FOR EVIDENCE BASED
EIN
26-3542835
Address
3711 LONG BEACH BLVD. · SUITE 6044 · LONG BEACH, CA · 90807
Phone
(562) 688-5721
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
IMEG, LLC
IMEG, LLC 401K RETIREMENT SAVINGS PLAN
$685K · 5 participants
DISCOVERY DAYSCHOOL II INC
DISCOVERY DAYSCHOOL II INC 401(K) PROFIT SHARING PLAN & TRUST
$685K · 19 participants
OHIO EXCELS
OHIO EXCELS 401(K) PROFIT SHARING PLAN & TRUST
$685K · 5 participants
CINCINNATI CHRISTIAN SCHOOLS, INC.
CINCINNATI CHRISTIAN SCHOOLS, INC. 401(K) PLAN
$685K · 96 participants
PROVIDENCE CATHOLIC SCHOOL, INC.
PROVIDENCE CATHOLIC SCHOOL, INC. 401K PLAN
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$685K · 59 participants
MINNDEPENDENT
MINNDEPENDENT DEFINED CONTRIBUTION RETIREMENT PLAN
$686K · 3 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
