Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FRIENDS SCHOOL OF WILMINGTON
EIN 56-1908453education managementLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
172
5814 CAMELLIA LANE - WILMINGTON, NC 284094726910-792-1811fsow.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 172 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#001
FRIENDS SCHOOL OF WILMINGTON DEFINED CONTRIBUTION PLAN
403b
Assets$1.5M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FRIENDS SCHOOL OF WILMINGTON TAX DEFERRD ANNUITY PLAN
403b
Assets$217K
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FRIENDS SCHOOL OF WILMINGTON DEFINED CONTRIBUTION PLAN | 403b | $1.5M | 98 | 2024 | |
| 002 | FRIENDS SCHOOL OF WILMINGTON TAX DEFERRD ANNUITY PLAN | 403b | $217K | 74 | 2024 |
Retirement plans