Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT SCHALKENBACH FOUNDATION
EIN 13-1656331Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
14
407 NASSAU ST, SUITE 2 - PRINCETON, NJ 08540973-434-0005
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 14 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#001
ROBERT SCHALKENBACH FOUNDATION PENSION PLAN
TraditionalDB
Assets$932K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ROBERT SCHALKENBACH FOUNDATION 401(K) PROFIT SHARING PLAN
401k
Assets$357K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROBERT SCHALKENBACH FOUNDATION PENSION PLAN | TraditionalDB | $932K | 7 | 2025 | |
| 003 | ROBERT SCHALKENBACH FOUNDATION 401(K) PROFIT SHARING PLAN | 401k | $357K | 7 | 2025 |
Retirement plans