Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLIAM H. KEARNS FOUNDATION
EIN 13-6199107non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
3
59 SEAVIEW DRIVE - MONTECITO, CA 93108917-817-0422williamgnash.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 3 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
WILLIAM H. KEARNS FOUNDATION PROFIT SHARING PLAN
ProfitSharing
Assets$757K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WILLIAM H. KEARNS FOUNDATION DEFINED BENEFIT PLAN
TraditionalDB
Assets$379K
Participants2
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 | WILLIAM H. KEARNS FOUNDATION PROFIT SHARING PLAN | ProfitSharing | $757K | 1 | 2025 | |
| 002 | WILLIAM H. KEARNS FOUNDATION DEFINED BENEFIT PLAN | TraditionalDB | $379K | 2 | 2025 |
Retirement plans