Society For Industrial And Applied Mathematics 403(b) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Society For Industrial And Applied Mathematics
  • Sponsor EIN: 231496016
  • Sponsor Address: 3600 MARKET STREET, PHILADELPHIA, PA, 19104
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 128
  • Total Assets: $29.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025128$29.5M$0$0
202482$25.8M$628,582$431,033
202381$22.8M$535,742$403,552
202276$19.2M$522,638$369,738

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