Original filing (PDF)20250930144444NAL0012415313001

JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION

Name: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION — PENSION PLAN OF JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION, Form 5500 (2024)
Creator: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION

Form 5500-SF

FILING_RECEIVED

PENSION PLAN OF JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION.

Plan sponsor

Name

JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION

EIN

13-5673173

Address

90 PARK AVE FL 33 · NEW YORK, NY · 100161313

Phone

(212) 687-4470

Industry

Other Services (ex. Public Admin)see all

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

2025-09-30

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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