Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
TraditionalDB
Mixed - HEALTHPARTNERS
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AMHERST H. WILDER FOUNDATION 401(K) PLAN | 401k | $46.7M | 682 | 2024 | |
| 001 | AMHERST H. WILDER FOUNDATION RETIREMENT PLAN | TraditionalDB | $30.5M | 400 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 530 | AMHERST H. WILDER FOUNDATION WELFARE PLAN | Mixed | HEALTHPARTNERS | $1.2M | 574 | 2024 |