Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $7.6M assets / 116 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
403(b)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE INTER-AMERICAN DIALOGUE TAX DEFERRED ANNUITY PLAN | 403(b) | $4.1M | 37 | 2025 |
| #001 | THE INTER-AMERICAN DIALOGUE DEFINED CONTRIBUTION RETIREMENT EQUITIES FUND | 403(b) | $3.5M | 79 | 2025 |