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Sponsor portfolio

GENERAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF MAINE

EIN 01-0502306-Educational Services-Latest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
74
PO BOX 550 - ORONO, ME 044730550207-581-1138
Plans on this EIN
2 filings
#001403b-$3.1M - 31 part#002403b-$754K - 43 part

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 74 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • DEFINED CONTRIBUTION PLAN (#001)80%
  • DEFERRED ANNUITY PLAN (#002)20%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#002)43
  • DEFINED CONTRIBUTION PLAN (#001)31
Total 74Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GENERAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF MAINE DEFINED CONTRIBUTION PLAN

403b

Assets$3.1M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

GENERAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF MAINE TAX DEFERRED ANNUITY PLAN

403b

Assets$754K
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GENERAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF MAINE DEFINED CONTRIBUTION PLAN403b$3.1M312025
002GENERAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF MAINE TAX DEFERRED ANNUITY PLAN403b$754K432024
Retirement plans
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