How big is The Harry S. Truman Library Institute's plan?

The Harry S. Truman Library Institute's plan reported $3.3M in assets and 12 participants for 2024.

Original filing (PDF)20251010133409NAL0008233297001

The Harry S. Truman Library Institute

Name: The Harry S. Truman Library Institute — The Harry S., Form 5500 (2024)
Creator: The Harry S. Truman Library Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Harry S. Truman Library Institute 403(b) Plan

403(b) retirement plan · The Harry S. Truman Library Institute's The Harry S. Truman Library Institute 403(b) Plan held $3.3M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

LISA Sullivan signed The Harry S. Truman Library Institute's 2024 Form 5500 as plan administrator.

LISA Sullivan — 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

The Harry S. Truman Library Institute's EIN is 43-6042632.

EIN 43-6042632

Plan number 001

Plan year 2024

ACK ID 20251010133409NAL0008233297001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Harry S. Truman Library Institute's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HARRY S. TRUMAN LIBRARY 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 (95th percentile).

Plan sponsor

Name

THE HARRY S. TRUMAN LIBRARY INSTITUTE

EIN

all filings

Address

5151 TROOST AVE, SUITE 300 · KANSAS CITY, MO · 641102543

Phone

(816) 400-1212

Industry

Arts, Entertainment, Recreation

Plan administrator