Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID THALMANN
EIN 05-0260678Educational ServicesLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
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 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
REDWOOD LIBRARY AND ATHENAEUM
OtherDC
Assets$905K
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
REDWOOD LIBRARY AND ATHENAEUM
OtherDC
Assets$514K
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 | |
|---|---|---|---|---|---|---|
| 001 | REDWOOD LIBRARY AND ATHENAEUM | OtherDC | $905K | 33 | 2025 | |
| 002 | REDWOOD LIBRARY AND ATHENAEUM | OtherDC | $514K | 9 | 2025 |
Retirement plans