Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $4.7M assets / 15 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Money purchase
403(b)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE GREENWALL FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | Money purchase | $3.2M | 9 | 2025 |
| #002 | THE GREENWALL FOUNDATION DEFINED TAX ANNUITY PLAN | 403(b) | $1.5M | 6 | 2025 |