Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE ACHELIS AND BODMAN FOUNDATION
EIN 13-6022018Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
2
420 LEXINGTON AVENUE, SUITE 2803 - NEW YORK, NY 10170212-644-0322achelisbodman.orgLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 2 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
DEFINED CONTRIBUTION PLAN FOR ACHELIS AND BODMAN FOUNDATION
401k
Assets$1.9M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TAX SHELTER ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATION
403b
Assets$1.6M
Participants1
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 | DEFINED CONTRIBUTION PLAN FOR ACHELIS AND BODMAN FOUNDATION | 401k | $1.9M | 1 | 2025 | |
| 002 | TAX SHELTER ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATION | 403b | $1.6M | 1 | 2025 |
Retirement plans