Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MERTZ GILMORE FOUNDATION
EIN 13-2872722philanthropyLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
25
218 E 18TH ST - NEW YORK, NY 100033605646-723-2218mertzgilmore.orgLinkedIn1-10 employeesphilanthropy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 25 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
EMPLOYEE BENEFITS PLAN OF MERTZ GILMORE FOUNDATION
MoneyPurchase
Assets$2.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION
401k
Assets$1.4M
Participants12
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 | EMPLOYEE BENEFITS PLAN OF MERTZ GILMORE FOUNDATION | MoneyPurchase | $2.7M | 13 | 2025 | |
| 002 | TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION | 401k | $1.4M | 12 | 2025 |
Retirement plans