American Enterprise Institute 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: American Enterprise Institute (EIN 530218495)
  • Plan Type: 403(b)
  • Total Participants: 359
  • Total Assets: $100.3M
  • Sponsor State: DC

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024359$100.3M$2.8M$1.9M
2023360$91.9M$2.6M$1.8M
2022353$82.4M$2.4M$1.6M

Service Providers

  • CBIZ CPAS PC — Accountant / Independent Qualified Public Accountant

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