Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OSTEOPATHIC HERITAGE FOUNDATION
EIN 31-6056252philanthropyLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
7
6785 BOBCAT WAY, SUITE 200 - DUBLIN, OH 43016614-737-4370osteopathicheritage.orgLinkedIn1-10 employeesphilanthropy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 7 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
OSTEOPATHIC HERITAGE FOUNDATION RETIREMENT SAVINGS PLAN
401k
Assets$2.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERITAGE FOUNDATION
TraditionalDB
Assets$2.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OSTEOPATHIC HERITAGE FOUNDATION RETIREMENT SAVINGS PLAN | 401k | $2.6M | 5 | 2025 | |
| 001 | RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERITAGE FOUNDATION | TraditionalDB | $2.2M | 2 | 2025 |
Retirement plans