Sponsor portfolio
OLDWAYS PRESERVATION AND EXCHANGE TRUST, INC.
EIN 04-3031978health, wellness and fitnessLatest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
18
266 BEACON STREET, SUITE 1 - BOSTON, MA 02116617-421-5500oldwayspt.orgLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OLDWAYS PRESERVATION AND EXCHANGE TRUST, INC. 403(B) PLAN | 403b | $1.2M | 18 | 2025 |
Retirement plans