Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
PHI DELTA KAPPA, INC.
EIN 35-0975844Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$8.2M assets
Welfare
0
Participants
99
PO BOX 13090 - ARLINGTON, VA 22219812-269-6631
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.2M assets / 99 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
PHI DELTA KAPPA, INC. 403(B) PLAN - #1 - DC
403b
Assets$4.4M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PHI DELTA KAPPA, INC. 403(B) PLAN - #2 - TDA
403b
Assets$3.8M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHI DELTA KAPPA, INC. 403(B) PLAN - #1 - DC | 403b | $4.4M | 54 | 2025 | |
| 002 | PHI DELTA KAPPA, INC. 403(B) PLAN - #2 - TDA | 403b | $3.8M | 45 | 2025 |
Retirement plans