Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OHIO STATE BAR FOUNDATION
EIN 31-6054093philanthropyLatest filing 2025
Plans
4
Retirement
3
$1.5M assets
Welfare
1
Participants
21
Plans on this EIN
4 filingsRetirement portfolio analytics
3 plans aggregated / $1.5M assets / 16 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
OHIO STATE BAR FOUNDATION 403(B) DC PLAN
403b
Assets$755K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
OHIO STATE BAR FOUNDATION 401(K) PLAN
401k
Assets$402K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
OHIO STATE BAR FOUNDATION 403(B) TDA PLAN
403b
Assets$353K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
OHIO STATE BAR FOUNDATION SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OHIO STATE BAR FOUNDATION 403(B) DC PLAN | 403b | $755K | 4 | 2024 | |
| 003 | OHIO STATE BAR FOUNDATION 401(K) PLAN | 401k | $402K | 10 | 2025 | |
| 002 | OHIO STATE BAR FOUNDATION 403(B) TDA PLAN | 403b | $353K | 2 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OHIO STATE BAR FOUNDATION SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans