Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OLD DARTMOUTH HISTORICAL SOCIETY
EIN 04-2104805Arts, Entertainment, and RecreationLatest filing 2025
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
117
18 JOHNNY CAKE HL - NEW BEDFORD, MA 027406317508-997-0046
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 117 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OLD DARTMOUTH HISTORICAL SOCIETY - TIAA-CREF RETIREMENT PLAN
403b
Assets$4.9M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OLD DARTMOUTH HISTORICAL SOCIETY - TIAA-CREF RETIREMENT PLAN
403b
Assets$1.3M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OLD DARTMOUTH HISTORICAL SOCIETY - TIAA-CREF RETIREMENT PLAN | 403b | $4.9M | 78 | 2025 | |
| 001 | OLD DARTMOUTH HISTORICAL SOCIETY - TIAA-CREF RETIREMENT PLAN | 403b | $1.3M | 39 | 2025 |
Retirement plans