Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE GEORGE FOUNDATION
EIN 74-6043368philanthropyLatest filing 2025
Plans
2
Retirement
2
$10.2M assets
Welfare
0
Participants
46
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.2M assets / 46 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
THE GEORGE FOUNDATION RETIREMENT PLAN
TraditionalDB
Assets$5.7M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE GEORGE FOUNDATION 401(K) PLAN
401k
Assets$4.6M
Participants21
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 | THE GEORGE FOUNDATION RETIREMENT PLAN | TraditionalDB | $5.7M | 25 | 2025 | |
| 002 | THE GEORGE FOUNDATION 401(K) PLAN | 401k | $4.6M | 21 | 2025 |
Retirement plans