How big is The Institute's plan?

The Institute's plan reported $165K in assets and 7 participants for 2024.

Original filing (PDF)20250429143450NAL0000848800001

The Institute

Name: The Institute — The Institute 403(b) Retirement Plan, Form 5500 (2024)
Creator: The Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Institute 403(b) Retirement Plan

403(b) retirement plan · The Institute's The Institute 403(b) Retirement Plan held $165K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$165K

Net assets (EOY)

$165K

People on this filing

TERI OOMS signed The Institute's 2024 Form 5500 as plan administrator.

TERI OOMS — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Institute's EIN is 87-4287656.

EIN 87-4287656

Plan number 001

Plan year 2024

ACK ID 20250429143450NAL0000848800001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Institute's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score