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Sponsor portfolio

INTER-AMERICAN DIALOGUE

EIN 52-1830369-think tanks-Latest filing 2025
Plans
2
Retirement
2
$7.6M assets
Welfare
0
Participants
116
1155 15TH STREET, NW - WASHINGTON, DC 200052706202-822-9002thedialogue.orgLinkedIn11-50 employeesthink tanks
Plans on this EIN
2 filings
#002403b-$4.1M - 37 part#001403b-$3.5M - 79 part

Retirement portfolio analytics

2 plans aggregated / $7.6M assets / 116 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • DEFERRED ANNUITY PLAN (#002)54%
  • RETIREMENT EQUITIES FUND (#001)46%
Total $7.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT EQUITIES FUND (#001)79
  • DEFERRED ANNUITY PLAN (#002)37
Total 116Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE INTER-AMERICAN DIALOGUE TAX DEFERRED ANNUITY PLAN

403b

Assets$4.1M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE INTER-AMERICAN DIALOGUE DEFINED CONTRIBUTION RETIREMENT EQUITIES FUND

403b

Assets$3.5M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE INTER-AMERICAN DIALOGUE TAX DEFERRED ANNUITY PLAN403b$4.1M372025
001THE INTER-AMERICAN DIALOGUE DEFINED CONTRIBUTION RETIREMENT EQUITIES FUND403b$3.5M792025
Retirement plans
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