How big is Latino Policy Forum's plan?

Latino Policy Forum's plan reported $659K in assets and 19 participants for 2024.

Original filing (PDF)20251010103537NAL0007960177001

Latino Policy Forum

Name: Latino Policy Forum — Latino Policy Forum 403(b), Form 5500 (2024)
Creator: Latino Policy Forum
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Latino Policy Forum 403(b) Plan

403(b) retirement plan · Latino Policy Forum's Latino Policy Forum 403(b) Plan held $659K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$659K

Net assets (EOY)

$653K

People on this filing

Melissa Perez signed Latino Policy Forum's 2024 Form 5500 as plan administrator.

Melissa Perez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Latino Policy Forum's EIN is 36-3676873.

EIN 36-3676873

Plan number 001

Plan year 2024

ACK ID 20251010103537NAL0007960177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Latino Policy Forum from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Latino Policy Forum's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LATINO POLICY FORUM.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score