Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE TAU BETA PI ASSOCIATION, INC.
EIN 62-0479545higher educationLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
28
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 28 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
TAU BETA PI EMPLOYEE RETIREMENT PLAN
403b
Assets$2.4M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TAU BETA PI TAX DEFERRED ANNUITY PLAN
403b
Assets$566K
Participants8
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 | TAU BETA PI EMPLOYEE RETIREMENT PLAN | 403b | $2.4M | 20 | 2024 | |
| 002 | TAU BETA PI TAX DEFERRED ANNUITY PLAN | 403b | $566K | 8 | 2024 |
Retirement plans