Plan Snapshot
- Plan Sponsor: The Simons Foundation, INC.
- Sponsor EIN: 133794889
- Sponsor Address: 160 FIFTH AVENUE, 7TH FLOOR, NEW YORK, NY, 10010
- Plan Type: 401(k)
- Total Participants: 536
- Total Assets: $119.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 536 | $119.9M | $7.1M | $4.5M |
| 2023 | 609 | $93.8M | $6.9M | $4.2M |
| 2022 | 619 | $67.9M | $6.1M | $3.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CITRIN COOPERMAN | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,026 | — | $251 | — | — |
| 2023 | $750 | — | — | — | — |
| 2022 | $1,174 | — | — | — | — |