· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
INSTITUTE FOR CONSERVATION LEADERSHIP — INSTITUTE FOR CONSERVATION LEADERSHIP TAX DEFERRED ANNUITY PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250926142919NAL0011928003001
INSTITUTE FOR CONSERVATION LEADERSHIP
Form 5500-SF
FILING_RECEIVED
INSTITUTE FOR CONSERVATION LEADERSHIP TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
INSTITUTE FOR CONSERVATION LEADERSHIP
.
Find decision makers
Plan sponsor
Name
INSTITUTE FOR CONSERVATION LEADERSHIP
EIN
52-1708211
Address
115 CENTERWAY · SUITE 207 · GREENBELT, MD · 20770
Phone
(443) 814-9295
Industry
Professional & Technical Services
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
2025-09-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
MALBAIE SOLUTIONS, INC.
MALBAIE SOLUTIONS 401(K) PLAN
$1.0M · 24 participants
NUCLEUSTEQ, INC.
NUCLEUSTEQ, INC. 401(K) RETIREMENT SAVINGS PLAN
$1.0M · 26 participants
SOLOMON PARTNERS CONSULTING, INC
SOLOMON PARTNERS CONSULTING, INC 401(K) PLAN
$1.0M · 26 participants
ADJUVANT PARTNERS, LLC
ADJUVANT PARTNERS, LLC 401(K) PLAN
$1.0M · 2 participants
INV3RSION LLC
INV3RSION LLC 401(K) PLAN
$1.0M · 5 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
SYCAMORE CONSULTING, INC.
SYCAMORE CONSULTING, INC. 401(K) PROFIT SHARING PLAN
$1.0M · 8 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
