How big is The Simons Foundation, Inc.'s plan?

The Simons Foundation, Inc.'s plan reported $119.9M in assets and 536 participants for 2024.

Original filing (PDF)20250903124918NAL0015395489001

The Simons Foundation, Inc.

Name: The Simons Foundation, Inc. — The Simons Foundation, Form 5500 (2024)
Creator: The Simons Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Simons Foundation, Inc. 401(k) Plan

401(k) retirement plan · The Simons Foundation, Inc.'s The Simons Foundation, Inc. 401(k) Plan held $119.9M in plan assets for 536 participants in 2024, with TIAA as recordkeeper.

Active participants

536

Accounts w/ balance

893

Plan assets (EOY)

$119.9M

Net assets (EOY)

$119.9M

People on this filing

Marlow KEE signed The Simons Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Marlow KEE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Simons Foundation, Inc.'s EIN is 13-3794889.

EIN 13-3794889

Plan number 001

Plan year 2024

ACK ID 20250903124918NAL0015395489001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Simons Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Simons Foundation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SIMONS FOUNDATION, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

THE SIMONS FOUNDATION, INC.

EIN

all filings

Address

160 FIFTH AVENUE, 7TH FLOOR · NEW YORK, NY · 10010

Phone

(646) 751-1285

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$1K	—

Investments

43 direct securities · 1 pooled fund· $119.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$63.7M

15 holdings

Common Collective Trusts

$35.7M

13 holdings

Mutual Funds

$14.8M

12 holdings

Common Stocks

$2.2M

1 holding

Stable Value

$2.1M

1 holding

Pooled Separate Account

$1.1M

1 holding

Bonds / Notes

$379K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$30.2M Vanguard$16.1M JPMorgan$3.7M American Funds (Capital Group)$3.3M American Century$2.2M PIMCO$809K Lord Abbett$687K Wells Fargo / Allspring$175K Franklin Templeton

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					% of plan
Nuveen S&P 500 Index R6 Mutual Fund	Common Collective Trusts	—	—	$14.4M	12.0%
American Fds 2050 Tar Ret R6 Mutual Fund	Other securities	—	—	$12.2M	10.2%
American Fds 2045 Tar Ret R6 Mutual Fund	Other securities	—	—	$10.1M	8.4%
American Fds 2040 Tar Ret R6 Mutual Fund	Other securities	—	—	$9.1M	7.6%
American Fds 2055 Tar Ret R6 Mutual Fund	Other securities	—	—	$7.8M	6.5%
American Fds 2035 Tar Ret R6 Mutual Fund	Other securities	—	—	$7.1M	5.9%
Nuveen Internatl Eq Idx R6 Mutual Fund	Common Collective Trusts	—	—	$5.4M	4.5%
American Fds 2025 Tar Ret R6 Mutual Fund	Other securities	—	—	$4.4M	3.6%
American Fds 2060 Tar Ret R6 Mutual Fund	Other securities	—	—	$3.9M	3.3%
JPMorgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$3.7M	3.1%
Vanguard Federal Money Mkt Inv Mutual Fund	Mutual Funds	—	—	$3.7M	3.1%
Vanguard Ttl Stk Mkt Idx Adm Mutual Fund	Common Collective Trusts	—	—	$3.0M	2.5%
Northern Glb Sustainability Idx Mutual Fund	Common Collective Trusts	—	—	$2.5M	2.1%
American Fds 2030 Tar Ret R6 Mutual Fund	Other securities	—	—	$2.5M	2.1%
American Century Equity Inc R6 Mutual Fund	Common Stocks	—	—	$2.2M	1.8%
TIAA Stable Value Guaranteed Investment Contract	Stable Value	—	—	$2.1M	1.7%
Vanguard Info Tech Idx Admiral Mutual Fund	Common Collective Trusts	—	—	$1.9M	1.6%
American Funds Balanced Fd R6 Mutual Fund	Mutual Funds	—	—	$1.9M	1.6%
Nuveen Large Cap Resp Eq R6 Mutual Fund	Mutual Funds	—	—	$1.9M	1.6%
Nuveen Small Cap Bld Idx R6 Mutual Fund	Common Collective Trusts	—	—	$1.8M	1.5%
Vanguard Mid-Cap Idx Adm Mutual Fund	Common Collective Trusts	—	—	$1.7M	1.5%
TIAA Traditional Non Benefit Responsive 2 Traditional Annuity	Mutual Funds	—	—	$1.5M	1.2%
Nuveen Quant Small Cp Eq R6 Mutual Fund	Mutual Funds	—	—	$1.4M	1.1%
Vanguard Intr-Trm Bnd Idx Adm Mutual Fund	Common Collective Trusts	—	—	$1.3M	1.1%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$1.3M	1.0%
CohenSteers Real Estate Secs I Mutual Fund	Other securities	—	—	$1.1M	0.9%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$1.1M	0.9%
Vanguard Ttl Bd Mkt Idx Adm Mutual Fund	Common Collective Trusts	—	—	$930K	0.8%
Vanguard Windsor Adm Mutual Fund	Mutual Funds	—	—	$870K	0.7%
Vanguard Ttl Intl Stk Idx Adm Mutual Fund	Common Collective Trusts	—	—	$820K	0.7%
PIMCO Income Fd Institutional Mutual Fund	Mutual Funds	—	—	$809K	0.7%
American Fds 2020 Tar Ret R6 Mutual Fund	Other securities	—	—	$775K	0.6%
Vanguard Mid-Cap Value Idx Adm Mutual Fund	Common Collective Trusts	—	—	$719K	0.6%
Nuveen Core Plus Bond R6 Mutual Fund	Mutual Funds	—	—	$699K	0.6%
Lord Abbett Short Duratn Ic R6 Mutual Fund	Mutual Funds	—	—	$687K	0.6%
Vanguard Small-Cap Idx Adm Mutual Fund	Common Collective Trusts	—	—	$572K	0.5%
Vanguard Mid-Cap Grw Idx Adm Mutual Fund	Common Collective Trusts	—	—	$497K	0.4%
FedHermes Instl High Yd Bd R6 Mutual Fund	Other securities	—	—	$494K	0.4%
Participant loans Interest rates ranging from 4.25% - $0	Bonds / Notes	—	—	$379K	0.3%
American Fds 2010 Tar Ret R6 Mutual Fund	Other securities	—	—	$184K	0.2%
Allspring Spec SmallCap Val R6 Mutual Fund	Other securities	—	—	$175K	0.1%
American Funds 2065 Tar Ret R6 Mutual Fund	Mutual Funds	—	—	$120K	<0.1%
GMO Climate Change - Class R6 Mutual Fund	Other securities	—	—	$112K	<0.1%
Franklin Utilities Fund R6 Mutual Fund	Mutual Funds	—	—	$82K	<0.1%

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