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  2. Betsy & Adam, Ltd.
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Betsy & Adam, Ltd.

EIN 13-3117811-apparel & fashion-Latest filing 2025
Plans
4
Retirement
4
$23.7M assets
Health & Benefits
0
Participants
247
525 FASHION AVENUE, 21ST FLOOR - NEW YORK, NY 10018212-302-3750LinkedIn1-10 employeesapparel & fashion
Plans on this EIN
4 filings
#002Traditional DB-$12.4M - 48 part#001401(k)-$9.9M - 102 part#004401(k)-$853K - 57 part#003Profit-sharing-$617K - 40 part

Retirement portfolio analytics

4 plans aggregated / $23.7M assets / 247 participants

Assets by plan

Share of aggregate retirement assets

  • DEFINED BENEFIT PLAN (#002)$12.4M
  • ADAM, LTD. 401(K) (#001)$9.9M
  • SHARING PLAN II (#004)$853K
  • SHARING PLAN I (#003)$617K
Total $23.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • ADAM, LTD. 401(K) (#001)102
  • SHARING PLAN II (#004)57
  • DEFINED BENEFIT PLAN (#002)48
  • SHARING PLAN I (#003)40
Total 247Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

BETSY & ADAM, LTD. DEFINED BENEFIT PLAN

Traditional DB

Assets$12.4M
Participants48
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

BETSY & ADAM, LTD. 401(K) PLAN

401(k)

Assets$9.9M
Participants102
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

BETSY & ADAM, LTD. PROFIT SHARING PLAN II

401(k)

Assets$853K
Participants57
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

BETSY & ADAM, LTD. PROFIT SHARING PLAN I

Profit-sharing

Assets$617K
Participants40
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

4 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002BETSY & ADAM, LTD. DEFINED BENEFIT PLANTraditional DB$12.4M482025
#001BETSY & ADAM, LTD. 401(K) PLAN401(k)$9.9M1022025
#004BETSY & ADAM, LTD. PROFIT SHARING PLAN II401(k)$853K572025
#003BETSY & ADAM, LTD. PROFIT SHARING PLAN IProfit-sharing$617K402025
  • BETSY & ADAM, LTD. DEFINED BENEFIT PLAN$12.4M
    #002 · Traditional DB · 202548
  • BETSY & ADAM, LTD. 401(K) PLAN$9.9M
    #001 · 401(k) · 2025102
  • BETSY & ADAM, LTD. PROFIT SHARING PLAN II$853K
    #004 · 401(k) · 202557
  • BETSY & ADAM, LTD. PROFIT SHARING PLAN I$617K
    #003 · Profit-sharing · 202540
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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