Andrew ROME signed CFA Institute's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CFA Institute's EIN is 54-1386480.
Download the official 2024 Form 5500 (PDF) for CFA Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CFA Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $61K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $4K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
