How big is Institute for Excellence in Education's plan?

Institute for Excellence in Education's plan reported $3.9M in assets and 35 participants for 2024.

Original filing (PDF)20250924025344NAL0007036065001

Institute for Excellence in Education

Name: Institute for Excellence in Education — Form 5500 (2024)
Creator: Institute for Excellence in Education
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan · Institute for Excellence in Education held $3.9M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Jacklyn Mullikin signed Institute for Excellence in Education's 2024 Form 5500 as plan administrator.

Jacklyn Mullikin — 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

Institute for Excellence in Education's EIN is 38-3635927.

EIN 38-3635927

Plan number 001

Plan year 2024

ACK ID 20250924025344NAL0007036065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Institute for Excellence in Education from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Institute for Excellence in Education's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSTITUTE FOR EXCELLENCE IN EDUCATION.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

INSTITUTE FOR EXCELLENCE IN EDUCATION

EIN

all filings

Address

711 W PICKARD ST STE M · MT PLEASANT, MI · 488581587

Phone

(989) 317-3510

Industry

Educational Services

Plan administrator