Stable plan record

CFA INSTITUTE 401(K) PLAN

Sponsored by CFA INSTITUTE · EIN/PN 541386480-002

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer contributions reported per active participant
2022
$17,673
2023
$16,844
2024
$17,558
Plan-paid administrative expenses per participant
2022
$43
2023
$62
2024
$83
Active participants
2022
390
2023
413
2024
403
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202420251009125508NAL0007016625001403$17,558
202320241015125948NAL0056259922001413$16,844
202220231013105235NAL0021652819001390$17,673
Public filing identifier

The EIN and plan number are public filing identifiers. PlanScore does not expose unrelated personal data.