How big is Stephen A. Schwarzman Education Foundation's plan?

Stephen A. Schwarzman Education Foundation's plan reported $2.6M in assets and 25 participants for 2024.

Original filing (PDF)20250723130236NAL0002034467001

Stephen A. Schwarzman Education Foundation

Name: Stephen A. Schwarzman Education Foundation — Form 5500 Plan 001 (2024)
Creator: Stephen A. Schwarzman Education Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SAS Education Foundation 403(b) Plan

403(b) retirement plan · Stephen A. Schwarzman Education Foundation's SAS Education Foundation 403(b) Plan held $2.6M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Yixin Santalone signed Stephen A. Schwarzman Education Foundation's 2024 Form 5500 as plan administrator.

Yixin Santalone — 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

Stephen A. Schwarzman Education Foundation's EIN is 45-4757735.

EIN 45-4757735

Plan number 001

Plan year 2024

ACK ID 20250723130236NAL0002034467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen A. Schwarzman Education Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen A. Schwarzman Education Foundation's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN A. SCHWARZMAN EDUCATION FOUNDATION.

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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