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Sponsor portfolio

BARNABAS FOUNDATION

EIN 36-2904503-philanthropy-Latest filing 2024
Plans
3
Retirement
3
$6.4M assets
Welfare
0
Participants
86
3801 EAGLE NEST DR STE B - CRETE, IL 604171993708-532-3444barnabasfoundation.comLinkedIn11-50 employeesphilanthropy
Plans on this EIN
3 filings
#003ProfitSharing-$5.3M - 60 part#001403b-$850K - 12 part#002403b-$264K - 14 part

Retirement portfolio analytics

3 plans aggregated / $6.4M assets / 86 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • BARNABAS FOUNDATION 403(B) (#003)83%
  • ANNUITY TDA PLAN (#001)13%
  • CONTRIBUTION RETIREMENT PLAN (#002)4%
Total $6.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BARNABAS FOUNDATION 403(B) (#003)60
  • CONTRIBUTION RETIREMENT PLAN (#002)14
  • ANNUITY TDA PLAN (#001)12
Total 86Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BARNABAS FOUNDATION 403(B) PLAN

ProfitSharing

Assets$5.3M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BARNABAS FOUNDATION TAX DEFERRED ANNUITY TDA PLAN

403b

Assets$850K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BARNABAS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$264K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003BARNABAS FOUNDATION 403(B) PLANProfitSharing$5.3M602024
001BARNABAS FOUNDATION TAX DEFERRED ANNUITY TDA PLAN403b$850K122024
002BARNABAS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN403b$264K142024
Retirement plans
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