# American Enterprise Institute 403(b) Plan
Source: https://planprovider.pro/companies/american-enterprise-institute-403b-plan

> American Enterprise Institute&#39;s 403(b) plan: 359 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|359|$100.3M|$2.8M|$1.9M|

| 2023|360|$91.9M|$2.6M|$1.8M|

| 2022|353|$82.4M|$2.4M|$1.6M|

## Service Providers

- **CBIZ CPAS PC** — Accountant / Independent Qualified Public Accountant

## Similar Plans

- [Center For Strategic And International Studies](https://planprovider.pro/companies/center-for-strategic-and-international-studies-403b-plan) — 758 participants

- [Sidwell Friends School](https://planprovider.pro/companies/sidwell-friends-school-403b-plan-001) — 746 participants

- [Georgetown Day School, INC.](https://planprovider.pro/companies/georgetown-day-school-inc-403b-plan) — 651 participants

- [International Research And Exchanges Board INC.](https://planprovider.pro/companies/international-research-and-exchanges-board-inc-403b-plan) — 593 participants

- [United Negro College Fund, INC.](https://planprovider.pro/companies/united-negro-college-fund-inc-403b-plan) — 581 participants

- [Strategix Management, LLC](https://planprovider.pro/companies/strategix-management-llc-plan-002) — 561 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/american-enterprise-institute-403b-plan)

&copy; 2026 PlanProvider.Pro
