Assets by plan
Share of aggregate retirement assets
Filings through .
David Thalmann
EIN 05-0260678Educational ServicesLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Health & Benefits
0
Participants
42
50 BELLEVUE AVE - NEWPORT, RI 028403229401-847-0292
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 42 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
REDWOOD LIBRARY AND ATHENAEUM
Other DC
Assets$905K
Participants33
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
REDWOOD LIBRARY AND ATHENAEUM
Other DC
Assets$514K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | REDWOOD LIBRARY AND ATHENAEUM | Other DC | $905K | 33 | 2025 |
| #002 | REDWOOD LIBRARY AND ATHENAEUM | Other DC | $514K | 9 | 2025 |
- #001 · Other DC · 202533
- #002 · Other DC · 20259
Retirement plans