Original filing (PDF)20250829122130NAL0006202803001

SANTA FE INSTITUTE

Name: SANTA FE INSTITUTE — SANTA FE INSTITUTE MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: SANTA FE INSTITUTE

Form 5500

FILING_RECEIVED

SANTA FE INSTITUTE MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

116

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

How this plan invests

This plan

1 pooled trust

Schedule D

20 securities

funds · stocks · CUSIPs

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

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

100

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANTA FE INSTITUTE.

Plan sponsor

Name

SANTA FE INSTITUTE

EIN

85-0325494

Address

1399 HYDE PARK ROAD · SANTA FE, NM · 87501

Phone

(505) 927-4050

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-29

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

19 direct securities · 1 pooled fund· $5.8M(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.

Uncategorized

$4.2M

18 holdings

Registered Investment Companies

$1.4M

1 holding

Pooled Separate Account

$296K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	* CREF Stock R1	Registered Investment Companies	—	—	$1.4M	23.5%

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