Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHILES FOUNDATION
EIN 93-6031125Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$645K assets
Welfare
0
Participants
3
7113 DEL RIO DRIVE - MODESTO, CA 95356214-683-6336
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $645K assets / 3 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
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF CHILES FOUNDATION
ProfitSharing
Assets$531K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHILES FOUNDATION
401k
Assets$114K
Participants2
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 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF CHILES FOUNDATION | ProfitSharing | $531K | 1 | 2024 | |
| 002 | CHILES FOUNDATION | 401k | $114K | 2 | 2024 |
Retirement plans