Original filing (PDF)20250501091512NAL0003014497001

ECONOMIC POLICY INSTITUTE, INC.

Name: ECONOMIC POLICY INSTITUTE, INC. — ECONOMIC POLICY INSTITUTE 401(K) PLAN, Form 5500 (2024)
Creator: ECONOMIC POLICY INSTITUTE, INC.

Form 5500-SF

FILING_RECEIVED

ECONOMIC POLICY INSTITUTE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

105

Plan assets (EOY)

$14.3M

Net assets (EOY)

$14.3M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECONOMIC POLICY INSTITUTE, INC..

Plan sponsor

Name

ECONOMIC POLICY INSTITUTE, INC.

EIN

52-1368964

Address

1225 I STREET NW · #600 · WASHINGTON, DC · 20005

Phone

(202) 775-8810

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-01

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

HAWAII COMMUNITY FOUNDATION

HAWAII COMMUNITY FOUNDATION 401(K) PROFIT SHARING PLAN

$14.3M · 87 participants

GOODWILL INDUSTRIES OF MICHIANA, INC.

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC.

$14.3M · 671 participants

SOCIETY OF MANUFACTURING ENGINEERS

SOCIETY OF MANUFACTURING ENGINEERS PENSION PLAN & TRUST

$14.3M · 31 participants

TIPPING POINT COMMUNITY

TIPPING POINT COMMUNITY 403(B) PLAN

$14.3M · 43 participants

GREATER MINNEAPOLIS CONVENTION & VISITORS ASSOCIATION