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Sponsor portfolio

THE WAY BACK INC

EIN 11-2551825-mental health care-Latest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
128
1401 MAIN STREET SUITE 6 - PORT JEFFERSON, NY 11777631-928-0202thewayback.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filings
#001MoneyPurchase-$3.3M - 45 part#002403b-$1.0M - 83 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 128 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • PLAN AND TRUST (#001)76%
  • SHELTERED ANNUITY PLAN (#002)24%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHELTERED ANNUITY PLAN (#002)83
  • PLAN AND TRUST (#001)45
Total 128Click 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

THE WAY BACK INC PENSION PLAN AND TRUST

MoneyPurchase

Assets$3.3M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE WAY BACK INC TAX SHELTERED ANNUITY PLAN

403b

Assets$1.0M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE WAY BACK INC PENSION PLAN AND TRUSTMoneyPurchase$3.3M452025
002THE WAY BACK INC TAX SHELTERED ANNUITY PLAN403b$1.0M832025
Retirement plans
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