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Sponsor portfolioTH

MARY REYNOLDS BABCOCK FOUNDATION, INCORPORATED

EIN 56-0690140-philanthropy-Latest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
65
500 WEST 5TH STREET, SUITE 800 - WINSTON-SALEM, NC 27101336-748-9222mrbf.orgLinkedIn11-50 employeesphilanthropy
Plans on this EIN
2 filings
#001403b-$3.6M - 38 part#002403b-$2.1M - 27 part

Retirement portfolio analytics

2 plans aggregated / $5.7M assets / 65 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • CONTRIBUTION RETIREMENT PLAN (#001)63%
  • DEFERRED ANNUITY PLAN (#002)37%
Total $5.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)38
  • DEFERRED ANNUITY PLAN (#002)27
Total 65Click 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#001

MARY REYNOLDS BABCOCK FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$3.6M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

MARY REYNOLDS BABCOCK FOUNDATION TAX DEFERRED ANNUITY PLAN

403b

Assets$2.1M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MARY REYNOLDS BABCOCK FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN403b$3.6M382025
002MARY REYNOLDS BABCOCK FOUNDATION TAX DEFERRED ANNUITY PLAN403b$2.1M272025
Retirement plans
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