How big is The Simon Charitable Foundation's plan?

The Simon Charitable Foundation's plan reported $902K in assets and 6 participants for 2024.

Original filing (PDF)20250801164444NAL0007342529001

The Simon Charitable Foundation

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

Form 5500-SF

FILING_RECEIVED

The Simon Charitable Foundation 401(k) Plan

401(k) retirement plan · The Simon Charitable Foundation's The Simon Charitable Foundation 401(k) Plan held $902K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$902K

Net assets (EOY)

$902K

Plan identifiers

The Simon Charitable Foundation's EIN is 27-3309123.

EIN 27-3309123

Plan number 001

Plan year 2024

ACK ID 20250801164444NAL0007342529001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Simon Charitable Foundation's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 SIMON CHARITABLE FOUNDATION.

Finding similar companies…

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score