Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DAVID BERG FOUNDATION
EIN 13-3753217investment managementLatest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
7
152 WEST 57TH STREET, 9TH FLOOR - NEW YORK, NY 10019212-517-8634LinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 7 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
DAVID BERG FOUNDATION RETIREMENT PLAN
401k
Assets$6.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN
CashBalance
Assets$186K
Participants4
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 | DAVID BERG FOUNDATION RETIREMENT PLAN | 401k | $6.7M | 3 | 2025 | |
| 002 | DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN | CashBalance | $186K | 4 | 2024 |
Retirement plans