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Sponsor portfolio

WEBB INSTITUTE

EIN 11-1630912-higher education-Latest filing 2025
Plans
2
Retirement
2
$26.5M assets
Welfare
0
Participants
108
298 CRESCENT BEACH RD - GLEN COVE, NY 115421321516-403-5390webb.eduLinkedIn11-50 employeeshigher education
Plans on this EIN
2 filings
#001403b-$20.0M - 80 part#002403b-$6.4M - 28 part

Retirement portfolio analytics

2 plans aggregated / $26.5M assets / 108 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • INSTITUTE RETIREMENT PLAN (#001)76%
  • INSTITUTE TDA PLAN (#002)24%
Total $26.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSTITUTE RETIREMENT PLAN (#001)80
  • INSTITUTE TDA PLAN (#002)28
Total 108Click 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#001

WEBB INSTITUTE RETIREMENT PLAN

403b

Assets$20.0M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WEBB INSTITUTE TDA PLAN

403b

Assets$6.4M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WEBB INSTITUTE RETIREMENT PLAN403b$20.0M802025
002WEBB INSTITUTE TDA PLAN403b$6.4M282024
Retirement plans
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