Original filing (PDF)20250917120818NAL0001054738001

THE INSTITUTE OF INTERNATIONAL FINANCE, INC.

Name: THE INSTITUTE OF INTERNATIONAL FINANCE, INC. — I I F RETIREMENT PLAN, Form 5500 (2024)
Creator: THE INSTITUTE OF INTERNATIONAL FINANCE, INC.

Form 5500

FILING_RECEIVED

I I F RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

152

Plan assets (EOY)

$40.0M

Net assets (EOY)

$40.0M

How this plan invests

This plan

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (94th percentile).
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE INSTITUTE OF INTERNATIONAL FINANCE, INC.

EIN

52-1289843

Address

1333 H STREET, NW · SUITE 1010 E · WASHINGTON, DC · 200054770

Phone

(202) 857-3600

Industry

Other Services (ex. Public Admin)see 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

2025-09-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$3K	—

Investments

43 direct securities· $39.9M(100% of reported assets)

Other securities

$28.8M

36 holdings

Cash / Money Market

$9.3M

2 holdings

Common Stock

$1.3M

3 holdings

U.S. Treasuries

$518K

2 holdings

					% of plan
VANGUARD FEDERAL MONEY MKT INV MONEY MARKET	Cash / Money Market	—	$7.9M	$7.9M	19.7%
WESTERN ASSET CORE PLUS A GM MUTUAL FUNDS	Other securities	—	$5.2M	$4.4M	11.1%
ISHARES S&P 500 INDEX FD INSTL MUTUAL FUNDS	Other securities	—	$2.1M	$3.4M	8.6%
SELF-DIRECT ACCT OTHER ASSETS	Other securities	—	$3.2M	$3.2M	8.1%
ALGER CAPITAL APPRECA GM MUTUAL FUNDS	Other securities	—	$2.0M	$2.7M	6.6%
SELF-DIRECT ACCT OTHER ASSETS	Other securities	—	$2.4M	$2.4M	6.1%
JPMORGAN SMALL CAP EQTY CLA GM MUTUAL FUNDS	Other securities	—	$2.4M	$2.2M	5.5%
JPMORGAN SMALL CAP EQTY FD CLA MUTUAL FUNDS	Other securities	—	$2.1M	$2.1M	5.2%
INVESCO DEVELOPING MKTS A GM MUTUAL FUNDS	Other securities	—	$1.7M	$1.7M	4.2%
COLUMBIA SELIGMAN TECH A MUTUAL FUNDS	Other securities	—	$1.2M	$1.6M	4.0%
BLF FEDFUND MONEY MARKET 14 VANGUARD FEDERAL MONEY INV GM MONEY MARKET	Cash / Money Market	—	$1.4M	$1.4M	3.5%
ALGER CAPITAL APPRECIATION A MUTUAL FUNDS	Other securities	—	$520K	$645K	1.6%
BLACKROCK EQ DIVIDEND A MUTUAL FUNDS	Other securities	—	$663K	$620K	1.6%
INVESCO DEVELOPING MKTS FD A MUTUAL FUNDS	Other securities	—	$532K	$579K	1.4%
JP MORGAN US EQUITY FD CL A MUTUAL FUNDS	Common Stock	—	$404K	$538K	1.3%
JPMORGAN GOVERNMENT BOND MUTUAL FUNDS	U.S. Treasuries	—	$568K	$487K	1.2%
WESTERN ASSET CORE PLUS CL A MUTUAL FUNDS	Common Stock	—	$526K	$453K	1.1%
VICTORY SYCAMORE EST VAL FD A MUTUAL FUNDS	Other securities	—	$428K	$413K	1.0%
VANGUARD BALANCED INDEX FD ADM MUTUAL FUNDS	Other securities	—	$273K	$324K	0.8%
COLUMBIA MIDCAP INDEX FD CL A MUTUAL FUNDS	Common Stock	—	$332K	$323K	0.8%
NUVEEN LIFECYCLE INDEX 2030 R6 MUTUAL FUNDS	Other securities	—	$251K	$275K	0.7%
NUVEEN LIFECYCLE INDEX 2045 R6 MUTUAL FUNDS	Other securities	—	$208K	$268K	0.7%
LOOMIS SAYLES GLOBAL ALLC N MUTUAL FUNDS	Other securities	—	$239K	$242K	0.6%
ISHARES MSCI EAFE INTRNL IDX A MUTUAL FUNDS	Other securities	—	$233K	$242K	0.6%
COLUMBIA SMALL CAP INDX INSTL2 MUTUAL FUNDS	Other securities	—	$274K	$238K	0.6%
INVESCO INTRNL SML MID COMP A MUTUAL FUNDS	Other securities	—	$207K	$208K	0.5%
NUVEEN LIFECYCLE INDEX 2060 R6 MUTUAL FUNDS	Other securities	—	$120K	$144K	0.4%
NUVEEN LIFECYCLE INDEX 2055 R6 MUTUAL FUNDS	Other securities	—	$105K	$138K	0.3%
PRINCIPAL HIGH YIELD FUND MUTUAL FUNDS	Other securities	—	$122K	$126K	0.3%
PIMCO REAL RETURN FD CL INST MUTUAL FUNDS	Other securities	—	$146K	$125K	0.3%
NUVEEN LIFECYCLE INDEX 2040 R6 MUTUAL FUNDS	Other securities	—	$83K	$105K	0.3%
T ROWE PRICE INTL STOCK FD I MUTUAL FUNDS	Other securities	—	$107K	$104K	0.3%
MACQUARIE SMALL CAP VALUE FD A MUTUAL FUNDS	Other securities	—	$94K	$87K	0.2%
PIMCO INTRNL BD USD HEDGED A MUTUAL FUNDS	Other securities	—	$74K	$72K	0.2%
LORD ABBETT SHT DURATION INCOM MUTUAL FUNDS	Other securities	—	$70K	$67K	0.2%
NUVEEN LIFECYCLE INDEX 2050 R6 MUTUAL FUNDS	Other securities	—	$46K	$60K	0.2%
BLACKROCK MID-CAP GRTH EQ FD K MUTUAL FUNDS	Other securities	—	$40K	$46K	0.1%
LOAN FUND LOANS	Other securities	—	$46K	$46K	0.1%
COLUMBIA US TREASURY INSTL2 MUTUAL FUNDS	U.S. Treasuries	—	$32K	$31K	<0.1%
NATIONWIDE BOND INDEX FUND MUTUAL FUNDS	Other securities	—	$6K	$5K	<0.1%
NUVEEN LIFECYCLE IDX RTMNT R6 MUTUAL FUNDS	Other securities	—	$3K	$3K	<0.1%
ACCRUED INCOME ACCRUED INCOME	Other securities	—	$2K	$2K	<0.1%
NUVEEN LIFECYCLE INDEX 2035 R6 MUTUAL FUNDS	Other securities	—	$1K	$1K	<0.1%