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Sponsor portfolio

WHITAKER FOUNDATION

EIN 51-0173109-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$103K assets
Welfare
0
Participants
4
308 NORTH 21ST STREET, SUITE 400 - ST. LOUIS, MO 63103314-241-4352
Plans on this EIN
2 filings
#002403b-$76K - 2 part#001403b-$27K - 2 part

Retirement portfolio analytics

2 plans aggregated / $103K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • RETIREMENT CHOICE PLAN (#002)74%
  • DEFERRED ANNUITY PLAN (#001)26%
Total $103KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT CHOICE PLAN (#002)2
  • DEFERRED ANNUITY PLAN (#001)2
Total 4Click 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#002

WHITAKER FOUNDATION DEFINED CONTRIBUTION RETIREMENT CHOICE PLAN

403b

Assets$76K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

WHITAKER FOUNDATION TAX DEFERRED ANNUITY PLAN

403b

Assets$27K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WHITAKER FOUNDATION DEFINED CONTRIBUTION RETIREMENT CHOICE PLAN403b$76K22025
001WHITAKER FOUNDATION TAX DEFERRED ANNUITY PLAN403b$27K22025
Retirement plans
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