Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LUDWICK FAMILY FOUNDATION
EIN 95-4296315Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
10
PO BOX 1796 - GLENDORA, CA 917401796626-852-0092
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 10 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
LUDWICK FAMILY FOUNDATION 403(B) DEFINED CONTRIBUTION PLAN
403b
Assets$753K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LUDWICK FAMILY FOUNDATION 403(B) TAX-DEFERRED ANNUITY PLAN
403b
Assets$670K
Participants4
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 | LUDWICK FAMILY FOUNDATION 403(B) DEFINED CONTRIBUTION PLAN | 403b | $753K | 6 | 2025 | |
| 002 | LUDWICK FAMILY FOUNDATION 403(B) TAX-DEFERRED ANNUITY PLAN | 403b | $670K | 4 | 2025 |
Retirement plans