Colette Chestnut signed The Solomon R. Guggenheim Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Solomon R. Guggenheim Foundation's EIN is 13-5562233.
Download the official 2024 Form 5500 (PDF) for The Solomon R. Guggenheim Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Solomon R. Guggenheim Foundation's plan includes a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $30K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BRINKER CAPITAL INVESTMENT | 32-0070947 | — | ADVISOR | $5K | — |
| CHARLES SCHWAB & CO., LLC | 94-1737782 | — | ADVISOR | $35 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSKAUER | 13-1840454 | — | LEGAL | $20K | — |
