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Sponsor portfolio

WETHERSFIELD FOUNDATION, INC.

EIN 13-6113816-religious institutions-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
39
257 PUGSLEY HILL RD - AMENIA, NY 12501845-373-8037LinkedIn1-10 employeesreligious institutions
Plans on this EIN
2 filings
#001TraditionalDB-$1.4M - 19 part#003403b-$680K - 20 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 39 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • INC. RETIREMENT PLAN (#001)68%
  • FOUNDATION, INC. 403(B) (#003)32%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOUNDATION, INC. 403(B) (#003)20
  • INC. RETIREMENT PLAN (#001)19
Total 39Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WETHERSFIELD FOUNDATION, INC. RETIREMENT PLAN

TraditionalDB

Assets$1.4M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WETHERSFIELD FOUNDATION, INC. 403(B) PLAN

403b

Assets$680K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WETHERSFIELD FOUNDATION, INC. RETIREMENT PLANTraditionalDB$1.4M192024
003WETHERSFIELD FOUNDATION, INC. 403(B) PLAN403b$680K202025
Retirement plans
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