Sponsor portfolio
THE WILLIAM R. KENAN, JR. CHARITABLE TRUST
EIN 13-6192029investment managementLatest filing 2024
Plans
1
Retirement
1
$220K assets
Welfare
0
Participants
6
PO BOX 3858 - CHAPEL HILL, NC 27515919-391-7222kenancharitabletrust.orgLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIAM R. KENAN, JR. CHARITABLE TRUST 403(B) PLAN | 403b | $220K | 6 | 2024 |
Retirement plans