Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
FOREST HISTORY SOCIETY INC
EIN 41-0762363librariesLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
26
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 26 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
FOREST HISTORY SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$2.9M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FHS TIAA-CREF TAX DEFERRED ANNUITY (TDA) PLAN
403b
Assets$448K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FOREST HISTORY SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $2.9M | 22 | 2024 | |
| 002 | FHS TIAA-CREF TAX DEFERRED ANNUITY (TDA) PLAN | 403b | $448K | 4 | 2024 |
Retirement plans