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LULAC INSTITUTE, INC. — SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF LULAC INSTITUTE, INC., Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250702152319NAL0013858689001
LULAC INSTITUTE, INC.
Form 5500-SF
FILING_RECEIVED
SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF LULAC INSTITUTE, INC.
Defined-contribution retirement plan
Active participants
14
Accounts w/ balance
32
Plan assets (EOY)
$822K
Net assets (EOY)
$822K
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
LULAC INSTITUTE, INC.
.
Find decision makers
Plan sponsor
Name
LULAC INSTITUTE, INC.
EIN
52-2072106
Address
1776 I STREET., NW, SUITE 400 · WASHINGTON, DC · 20006
Phone
(202) 833-6130
Industry
Educational 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
2025-07-02
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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
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