Assets by plan
Share of aggregate retirement assets
83%top
Sponsor portfolio
STREAM & WETLANDS FOUNDATION
EIN 31-1357624Latest filing 2025
Plans
3
Retirement
2
$3.5M assets
Welfare
1
Participants
30
123 S BROAD ST STE 238 - LANCASTER, OH 43130740-654-4016
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 23 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#002
STREAM AND WETLANDS FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$2.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
STREAM AND WETLANDS FOUNDATION CASH BALANCE DEFINED BENEFIT PLAN
CashBalance
Assets$615K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
STREAM & WETLANDS FOUNDATION SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STREAM AND WETLANDS FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.9M | 12 | 2024 | |
| 003 | STREAM AND WETLANDS FOUNDATION CASH BALANCE DEFINED BENEFIT PLAN | CashBalance | $615K | 11 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STREAM & WETLANDS FOUNDATION SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans