Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $5.7M assets / 96 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Money purchase
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | NEW BRITAIN INSTITUTE'S TAX-DEFERRED ANNUITY PLAN | 403(b) | $3.1M | 53 | 2025 |
| #003 | NEW BRITAIN INSTITUTE'S DEFINED CONTRIBUTION RETIREMENT PLAN | Money purchase | $2.6M | 43 | 2025 |