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Sponsor portfolio

THE INSTITUTE FOR RESPONSIBLE CITIZENSHIP

EIN 54-2034070-higher education-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
13
1227 25TH ST NW - WASHINGTON, DC 20037202-660-2501theinstitute.netLinkedIn1-10 employeeshigher education
Plans on this EIN
2 filings
#001401k-$748K - 8 part#002CashBalance-$311K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PLAN & TRUST (#001)71%
  • CASH BALANCE PENSION (#002)29%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)8
  • CASH BALANCE PENSION (#002)5
Total 13Click 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#001

THE INSTITUTE FOR RESPONSIBLE 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$748K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE INSTITUTE FOR RESPONSIBLE CITIZENSHIP CASH BALANCE PENSION PLAN

CashBalance

Assets$311K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE INSTITUTE FOR RESPONSIBLE 401(K) PROFIT SHARING PLAN & TRUST401k$748K82024
002THE INSTITUTE FOR RESPONSIBLE CITIZENSHIP CASH BALANCE PENSION PLANCashBalance$311K52024
Retirement plans
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