PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JAMES BLACKSTONE MEMORIAL LIBRARY
Sponsor portfolio

JAMES BLACKSTONE MEMORIAL LIBRARY

EIN 06-0662108-libraries-Latest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
57
758 MAIN STREET - BRANFORD, CT 06405203-488-1441blackstonelibrary.orgLinkedIn11-50 employeeslibraries
Plans on this EIN
2 filings
#003MoneyPurchase-$1.3M - 35 part#002403b-$1.3M - 22 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 57 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • MONEY PURCHASE PENSION (#003)50%
  • 403(B) TDA PLAN (#002)50%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PENSION (#003)35
  • 403(B) TDA PLAN (#002)22
Total 57Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JAMES BLACKSTONE MEMORIAL LIBRARY MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$1.3M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JAMES BLACKSTONE MEMORIAL LIBRARY 403(B) TDA PLAN

403b

Assets$1.3M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003JAMES BLACKSTONE MEMORIAL LIBRARY MONEY PURCHASE PENSION PLANMoneyPurchase$1.3M352025
002JAMES BLACKSTONE MEMORIAL LIBRARY 403(B) TDA PLAN403b$1.3M222025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica