Original filing (PDF)20250605141034NAL0008534771001

PETER G. PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS

Name: PETER G. PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS — RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS, Form 5500 (2024)
Creator: PETER G. PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS

Form 5500

FILING_RECEIVED

RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS

Defined-contribution retirement plan

Active participants

Accounts w/ balance

119

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETER G. PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS.

Plan sponsor

Name

PETER G. PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS

EIN

52-1226967all filings

Address

1750 MASSACHUSETTS AVE · WASHINGTON, DC · 200361903

Phone

(202) 328-9000

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-05

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $342K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$342K	100.0%

1–1 of 1

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