Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE CHARLES STEWART MOTT FOUNDATION
EIN 38-1211227Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$81.9M assets
Welfare
0
Participants
228
503 S SAGINAW ST, SUITE 1200 - FLINT, MI 485021807810-238-5651
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $81.9M assets / 228 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
68%top
- THE VANGUARD GROUP, INC.68%
- (Not disclosed)32%
Participants 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
CHARLES STEWART MOTT FOUNDATION TAX DEFERRED SAVINGS PLAN
401k
Assets$55.9M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PENSION PLAN FOR EMPLOYEES OF THE CHARLES STEWART MOTT FOUNDATION
TraditionalDB
Assets$26.0M
Participants104
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 | CHARLES STEWART MOTT FOUNDATION TAX DEFERRED SAVINGS PLAN | 401k | $55.9M | 124 | 2025 | |
| 001 | PENSION PLAN FOR EMPLOYEES OF THE CHARLES STEWART MOTT FOUNDATION | TraditionalDB | $26.0M | 104 | 2025 |
Retirement plans