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INSTITUTE FOR PUBLIC STRATEGIES — INSTITUTE FOR PUBLIC STRATEGIES 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251202135941NAL0006505491001
INSTITUTE FOR PUBLIC STRATEGIES
Form 5500-SF
FILING_RECEIVED
INSTITUTE FOR PUBLIC STRATEGIES 403(B) PLAN
401(k) retirement plan
Active participants
45
Accounts w/ balance
103
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
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 PUBLIC STRATEGIES
.
Find decision makers
Plan sponsor
Name
INSTITUTE FOR PUBLIC STRATEGIES
EIN
33-0519874
Address
8885 RIO SAN DIEGO DRIVE · SUITE 117 · SAN DIEGO, CA · 92108
Phone
(619) 476-9100
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2M · 403(b)(7) custodial accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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$5.2M · 389 participants
SEPHARDIC COMMUNITY YOUTH CENTER, INC.
SEPHARDIC COMMUNITY YOUTH CENTER, INC 403(B) RETIREMENT PLAN
$5.2M · 71 participants
TRI-COUNTY COMMUNITY ACTION
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.
403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC.
$5.2M · 319 participants
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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
