OpenERISA

Cfa Institute

Charlottesville, VA, 22902

EIN 54-1386480
Plans
2
Total participants
4,271
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
611000

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500002Cfa Institute 401(K) Plan403
2024Form 5500501Cfa Institute Employee Benefits Plan381
2023Form 5500002Cfa Institute 401(K) Plan413
2023Form 5500501Cfa Institute Employee Benefits Plan385
2022Form 5500002Cfa Institute 401(K) Plan390
2022Form 5500501Cfa Institute Employee Benefits Plan384
2021Form 5500002Cfa Institute 401(K) Plan445
2021Form 5500501Cfa Institute Employee Benefits Plan439
2020Form 5500002Cfa Institute 401(K) Plan520
2020Form 5500501Cfa Institute Employee Benefits Plan511

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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