Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $17.0M assets / 135 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
403(b)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE GERMAN MARSHALL FUND OF THE UNITED STATES 401(K) RETIREMENT PLAN | 401(k) | $16.4M | 127 | 2025 |
| #001 | THE GERMAN MARSHALL FUND OF THE UNITED STATES 403(B) RETIREMENT PLAN | 403(b) | $569K | 8 | 2025 |