Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EDITH WHARTON RESTORATION, INC.
EIN 04-2666846museums and institutionsLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
81
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 81 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#001
EDITH WHARTON RESTORATION DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$606K
Participants52
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
EDITH WHARTON RESTORATION TAX DEFERRED ANNUITY PLAN
403b
Assets$432K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EDITH WHARTON RESTORATION DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $606K | 52 | 2025 | |
| 002 | EDITH WHARTON RESTORATION TAX DEFERRED ANNUITY PLAN | 403b | $432K | 29 | 2025 |
Retirement plans