AUMdb

The Simons Foundation, Inc. 401(k) Plan

Sponsored by The Simons Foundation, Inc. · EIN 133794889 · Plan #001

Total assets
$120M
Net assets
$120M
Active participants
536
With balances
893

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $1,026