Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WORLD MONUMENT FUND
EIN 13-2571900non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$8.3M assets
Welfare
0
Participants
145
600 FIFTH AVENUE 25TH FLOOR - NEW YORK, NY 100200000646-424-9594wmf.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.3M assets / 145 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
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN
403b
Assets$4.9M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WORLD MONUMENT FUND DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$3.4M
Participants84
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 | WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN | 403b | $4.9M | 61 | 2025 | |
| 002 | WORLD MONUMENT FUND DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $3.4M | 84 | 2025 |
Retirement plans