Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
YAWKEY FOUNDATION II
EIN 04-2768239philanthropyLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
23
100 LOWDER BROOK DR STE 2800 - WESTWOOD, MA 020901185781-329-7470yawkeyfoundation.orgLinkedIn11-50 employeesphilanthropy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 23 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#003
YAWKEY FOUNDATION II DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.0M
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
YAWKEY FOUNDATION II DEFINED CONTRIBUTION PENSION PLAN
MoneyPurchase
Assets$1.7M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | YAWKEY FOUNDATION II DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.0M | 14 | 2025 | |
| 002 | YAWKEY FOUNDATION II DEFINED CONTRIBUTION PENSION PLAN | MoneyPurchase | $1.7M | 9 | 2025 |
Retirement plans