Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOCIETY FOR EXPERIMENTAL MECHANICS, INC.
EIN 06-0763080non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$642K assets
Welfare
0
Participants
20
7 SCHOOL STREET - BETHEL, CT 06801203-790-6373sem.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $642K assets / 20 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#003
SOCIETY FOR EXPERIMENTAL MECHANICS, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
ProfitSharing
Assets$332K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOCIETY FOR EXPERIMENTAL MECHANICS, INC. TAX DEFERRED ANNUITY PLAN
403b
Assets$310K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SOCIETY FOR EXPERIMENTAL MECHANICS, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | ProfitSharing | $332K | 10 | 2025 | |
| 002 | SOCIETY FOR EXPERIMENTAL MECHANICS, INC. TAX DEFERRED ANNUITY PLAN | 403b | $310K | 10 | 2025 |
Retirement plans