Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
JOSIAH MACY JR FOUNDATION
EIN 13-5596895philanthropyLatest filing 2024
Plans
2
Retirement
2
$9.3M assets
Welfare
0
Participants
39
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.3M assets / 39 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
TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF THE JOSIAH MACY JR. FOUNDATION
403b
Assets$5.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DEFINED CONTRIBUTION FOR ALL EMPLOYEES FOR RETIREM OF THE JOSIAH MACY JR FOUNDATION
403b
Assets$4.1M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF THE JOSIAH MACY JR. FOUNDATION | 403b | $5.1M | 14 | 2024 | |
| 001 | DEFINED CONTRIBUTION FOR ALL EMPLOYEES FOR RETIREM OF THE JOSIAH MACY JR FOUNDATION | 403b | $4.1M | 25 | 2024 |
Retirement plans