PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MAKE-A-WISH FOUNDATION OF PHILA DELAWARE & SUSQUEHANNA VALLEY
Sponsor portfolio

MAKE-A-WISH FOUNDATION OF PHILA DELAWARE & SUSQUEHANNA VALLEY

EIN 22-2755963-non-profit organization management-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
36
5 VALLEY SQ., SUITE 210 - BALA CYNWYD, PA 19004215-987-3238philasv.wish.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filings
#002403b-$1.4M - 29 part#001403b-$413K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 36 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • MAKE-A-WISH 403(B) (#002)77%
  • & SUSQUEHANNA VALLEY (#001)23%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MAKE-A-WISH 403(B) (#002)29
  • & SUSQUEHANNA VALLEY (#001)7
Total 36Click 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#002

MAKE-A-WISH 403(B) PLAN

403b

Assets$1.4M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MAKE-A-WISH FOUNDATION OF PHILA DELAWARE & SUSQUEHANNA VALLEY

403b

Assets$413K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MAKE-A-WISH 403(B) PLAN403b$1.4M292025
001MAKE-A-WISH FOUNDATION OF PHILA DELAWARE & SUSQUEHANNA VALLEY403b$413K72025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica