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STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE — STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE TAX DEFERRED ANNUITIES, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250623104505NAL0014499474001
STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE
Form 5500-SF
FILING_RECEIVED
STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE TAX DEFERRED ANNUITIES
403(b) retirement plan
Active participants
15
Accounts w/ balance
35
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
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
STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE
.
Find decision makers
Plan sponsor
Name
STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE
EIN
30-0231116
Address
1100 CONNECTICUT AVE, NW, STE 1310 · WASHINGTON, DC · 20036
Phone
(202) 223-8555
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
2025-06-23
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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Helping the score
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