Original filing (PDF)20250924025344NAL0007036065001

INSTITUTE FOR EXCELLENCE IN EDUCATION

Name: INSTITUTE FOR EXCELLENCE IN EDUCATION — Form 5500 (2024)
Creator: INSTITUTE FOR EXCELLENCE IN EDUCATION

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTITUTE FOR EXCELLENCE IN EDUCATION.

Plan sponsor

Name

INSTITUTE FOR EXCELLENCE IN EDUCATION

EIN

38-3635927

Address

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

Phone

(989) 317-3510

Industry

Educational Servicessee 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

2025-09-24

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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