Mission
TO FOSTER A DIALOGUE AMONG THE LEADERS OF THE DEFINED CONTRIBUTION COMMUNITY.
Public Charity
DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION
Based in JUPITER, FL, DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION operates as a Public Charity. The organization reported $2.7M in revenue, $2.7M in expenses, $2.7M in total assets for fiscal year 2024.
EIN: 271573481
JUPITER, FL
Chambers of Commerce & Business Leagues
NTEE: S41
Latest filing: 2024
Total Revenue$2.7M
Total Expenses$2.7M
Total Assets$2.7M
Grant Records0
Filing Years2019–2024
Officers & Directors
DIRECTOR UNTIL APRIL
Aaron Borders
TREASURER
Allegra Heyligers
VP OF OPERATIONS
Amanda Mccormick
DIRECTOR AS OF APRIL
Ashwini Jambekar
DIRECTOR
Beth Pattillo
DIRECTOR
Bill Ryan
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $2.7M | $2.7M | $2.7M |
| 2023 | $2.3M | $2.4M | $2.6M |
| 2022 | $2.2M | $2.3M | $2.4M |
| 2020 | $1.9M | $1.8M | $2.3M |
| 2019 | $1.9M | $2.1M | $2.0M |
Between 2019 and 2024, reported annual revenue grew from $1.9M to $2.7M (+42%), with total assets most recently reported at $2.7M.
Interactive year-over-year charts and full filing details available with membership.