Sponsor portfolio

TENACRE FOUNDATION

EIN 21-0577480religious institutionsLatest filing 2025

Plans

Retirement

$96.4M assets

Welfare

$39K premiums

Participants

705

BOX 632 THE GREAT ROAD - PRINCETON, NJ 08542609-921-8900tenacre.orgLinkedIn51-200 employeesreligious institutions

Plans on this EIN

3 filings

#001TraditionalDB-$60.8M - 307 part #003401k-$35.6M - 264 part #502Mixed-$39K - 134 lives

Retirement portfolio analytics

2 plans aggregated / $96.4M assets / 571 participants

Assets by plan

Share of aggregate retirement assets

63%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

63%top

(Not disclosed)63%
THE VANGUARD GROUP, INC.37%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $39K premiums / 134 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Life$39K
Other$39K

Carrier market share

Premium dollars by Schedule A carrier

Bundled

100%top

LIFE INSURANCE COMPANY OF NORTH AMERICA100%

Broker market share

Schedule A broker compensation

Single broker

100%top

PAULA P ASH100%

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 TENACRE FOUNDATION PENSION PLAN

TraditionalDB

Assets$60.8M

Participants307

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#003