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Sponsor portfolio

THE CREFELD SCHOOL

EIN 23-1726313-education management-Latest filing 2024
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
149
8836 CREFELD STREET - PHILADELPHIA, PA 19118215-242-5545crefeld.orgLinkedIn11-50 employeeseducation management
Plans on this EIN
2 filings
#001403b-$6.1M - 92 part#002403b-$609K - 57 part

Retirement portfolio analytics

2 plans aggregated / $6.7M assets / 149 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • 403(B) DC PLAN (#001)91%
  • 403(B) TDA PLAN (#002)9%
Total $6.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) DC PLAN (#001)92
  • 403(B) TDA PLAN (#002)57
Total 149Click 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#001

THE CREFELD SCHOOL 403(B) DC PLAN

403b

Assets$6.1M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE CREFELD SCHOOL 403(B) TDA PLAN

403b

Assets$609K
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE CREFELD SCHOOL 403(B) DC PLAN403b$6.1M922024
002THE CREFELD SCHOOL 403(B) TDA PLAN403b$609K572024
Retirement plans
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