Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION
EIN 84-0632115non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$8.6M assets
Welfare
0
Participants
86
1550 MARKET STREET, SUITE 475 - DENVER, CO 80202303-741-6333nefe.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.6M assets / 86 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
NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN
TraditionalDB
Assets$4.7M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION 403(B) PLAN
403b
Assets$3.8M
Participants54
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 | NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN | TraditionalDB | $4.7M | 32 | 2025 | |
| 003 | NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION 403(B) PLAN | 403b | $3.8M | 54 | 2025 |
Retirement plans