Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COMMUNITY FOUNDATION OF THE EASTERN SHORE, INC.
EIN 52-1326014philanthropyLatest filing 2025
Plans
2
Retirement
2
$980K assets
Welfare
0
Participants
13
1324 BELMONT AVENUE STE 401 - SALIBURY, MD 21804410-742-9911cfes.orgLinkedIn11-50 employeesphilanthropy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $980K assets / 13 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
COMMUNITY FOUNDATION OF THE EASTERN SHORE, INC. 401(K) PLAN
401k
Assets$955K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COMMUNITY FOUNDATION OF THE EASTERN SHORE, INC. 403(B) PLAN
403b
Assets$25K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COMMUNITY FOUNDATION OF THE EASTERN SHORE, INC. 401(K) PLAN | 401k | $955K | 12 | 2025 | |
| 001 | COMMUNITY FOUNDATION OF THE EASTERN SHORE, INC. 403(B) PLAN | 403b | $25K | 1 | 2025 |
Retirement plans