Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BETSY & ADAM, LTD.
EIN 13-3117811apparel & fashionLatest filing 2025
Plans
4
Retirement
4
$22.0M assets
Welfare
0
Participants
245
525 FASHION AVENUE, 21ST FLOOR - NEW YORK, NY 10018212-302-3750LinkedIn1-10 employeesapparel & fashion
Retirement portfolio analytics
4 plans aggregated / $22.0M assets / 245 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#002
BETSY & ADAM, LTD. DEFINED BENEFIT PLAN
TraditionalDB
Assets$10.7M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BETSY & ADAM, LTD. 401(K) PLAN
401k
Assets$9.9M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BETSY & ADAM, LTD. PROFIT SHARING PLAN II
401k
Assets$853K
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BETSY & ADAM, LTD. PROFIT SHARING PLAN I
ProfitSharing
Assets$617K
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BETSY & ADAM, LTD. DEFINED BENEFIT PLAN | TraditionalDB | $10.7M | 46 | 2024 | |
| 001 | BETSY & ADAM, LTD. 401(K) PLAN | 401k | $9.9M | 102 | 2025 | |
| 004 | BETSY & ADAM, LTD. PROFIT SHARING PLAN II | 401k | $853K | 57 | 2025 | |
| 003 | BETSY & ADAM, LTD. PROFIT SHARING PLAN I | ProfitSharing | $617K | 40 | 2025 |
Retirement plans