Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
INDEPENDENT SECTOR
EIN 52-1081024non-profit organization managementLatest filing 2024
Plans
2
Retirement
2
$13.0M assets
Welfare
0
Participants
145
1602 L ST NW STE 900 - WASHINGTON, DC 200365682202-467-6100independentsector.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.0M assets / 145 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#002
INDEPENDENT SECTOR 403(B) RETIREMENT PLAN
403b
Assets$7.9M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
INDEPENDENT SECTOR DEFINED CONTRIBUTION PLAN
MoneyPurchase
Assets$5.2M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INDEPENDENT SECTOR 403(B) RETIREMENT PLAN | 403b | $7.9M | 91 | 2024 | |
| 001 | INDEPENDENT SECTOR DEFINED CONTRIBUTION PLAN | MoneyPurchase | $5.2M | 54 | 2024 |
Retirement plans