The Solomon R. Guggenheim Foundation 403(b) Retirement Plan
Sponsored by The Solomon R. Guggenheim Foundation · EIN 135562233 · Plan #002
- Total assets
- $56.3M
- Net assets
- $56.3M
- Active participants
- 482
- With balances
- 555
Plan year beginning 01/01/2024 · Total participant-directed account, Participant-directed brokerage accounts, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Consulting (general), Insurance services | $29,848 |
| Proskauer | Legal, Direct payment from the plan | $19,904 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $12,486 |
| Brinker Capital Investment | Consulting (general), Insurance services | $5,141 |
| Charles Schwab & Co., Llc | Securities brokerage, Consulting fees | $35 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |