Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE WINDHAM FOUNDATION, INC.
EIN 13-6142024non-profit organization managementLatest filing 2025
Plans
3
Retirement
3
$8.3M assets
Welfare
0
Participants
169
P.O. BOX 70 - GRAFTON, VT 05146802-843-2220windham-foundation.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $8.3M assets / 169 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
THE PENSION PLAN FOR EMPLOYEES OF WINDHAM FOUNDATION, INC.
TraditionalDB
Assets$4.2M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WINDHAM FOUNDATION SUBSIDIARIES 401(K) PLAN
401k
Assets$3.2M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE WINDHAM FOUNDATION, INC. 403(B) RETIREMENT SAVINGS PLAN
403b
Assets$993K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE PENSION PLAN FOR EMPLOYEES OF WINDHAM FOUNDATION, INC. | TraditionalDB | $4.2M | 66 | 2025 | |
| 002 | WINDHAM FOUNDATION SUBSIDIARIES 401(K) PLAN | 401k | $3.2M | 79 | 2025 | |
| 003 | THE WINDHAM FOUNDATION, INC. 403(B) RETIREMENT SAVINGS PLAN | 403b | $993K | 24 | 2024 |
Retirement plans