Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EDWARD CHARLES FOUNDATION
EIN 26-4245043non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
29
269 SOUTH BEVERLY DRIVE, SUITE 338 - BEVERLY HILLS, CA 90212310-666-9131edwardcharlesfoundation.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 29 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
EDWARD CHARLES FOUNDATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.2M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
EDWARD CHARLES FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$258K
Participants28
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 | EDWARD CHARLES FOUNDATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.2M | 1 | 2025 | |
| 002 | EDWARD CHARLES FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | 401k | $258K | 28 | 2024 |
Retirement plans