Original filing (PDF)20250711142010NAL0007455361001

Simons Laufer Mathematical Sciences Institute

Name: Simons Laufer Mathematical Sciences Institute — Form 5500 Plan 002 (2024)
Creator: Simons Laufer Mathematical Sciences Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mathematical Sciences Research Institute TDA

403(b) retirement plan · Simons Laufer Mathematical Sciences Institute's Mathematical Sciences Research Institute TDA held $7.1M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Tatiana TORO signed Simons Laufer Mathematical Sciences Institute's 2024 Form 5500 as plan administrator.

Tatiana TORO — 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

Simons Laufer Mathematical Sciences Institute's EIN is 94-2650833.

EIN 94-2650833

Plan number 002

Plan year 2024

ACK ID 20250711142010NAL0007455361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simons Laufer Mathematical Sciences Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simons Laufer Mathematical Sciences Institute's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE

EIN

all filings

Address

17 GAUSS WAY · BERKELEY, CA · 94720

Phone

(510) 642-0143

Industry

Educational Services

Plan administrator