How big is Search Institute's plan?

Search Institute's plan reported $6.9M in assets and 28 participants for 2024.

Original filing (PDF)20250530102403NAL0008001361001

Search Institute

Name: Search Institute — Search Institute DC Retirement, Form 5500 (2024)
Creator: Search Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Search Institute DC Retirement Plan

403(b) retirement plan · Search Institute's Search Institute DC Retirement Plan held $6.9M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

Alison OLIG signed Search Institute's 2024 Form 5500 as plan administrator.

Alison OLIG — 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

Search Institute's EIN is 41-0811842.

EIN 41-0811842

Plan number 001

Plan year 2024

ACK ID 20250530102403NAL0008001361001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Search Institute's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

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

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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 (98th percentile).

Plan sponsor

Name

SEARCH INSTITUTE

EIN

all filings

Address

2550 UNIVERSITY AVE WEST · STE 200N · ST. PAUL, MN · 55114

Phone

(612) 376-3955

Industry

Educational Services

Plan administrator