Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEW WORLD FOUNDATION
EIN 13-1919791Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$11.8M assets
Welfare
0
Participants
34
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.8M assets / 34 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
NEW WORLD FOUNDATION MONEY PURCHASE PLAN
MoneyPurchase
Assets$9.0M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
NEW WORLD FOUNDATION 403(B) PLAN
403b
Assets$2.8M
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 | |
|---|---|---|---|---|---|---|
| 001 | NEW WORLD FOUNDATION MONEY PURCHASE PLAN | MoneyPurchase | $9.0M | 24 | 2024 | |
| 003 | NEW WORLD FOUNDATION 403(B) PLAN | 403b | $2.8M | 10 | 2024 |
Retirement plans
Welfare plans