THE SIMONS FOUNDATION, INC. 401(K) PLAN

Plan Contact

  • Address: 160 FIFTH AVENUE, 7TH FLOOR,NEW YORK,NY
  • Contact person: MARLOW KEE
  • Phone: (646) 751-1285

Plan General Information

THE SIMONS FOUNDATION, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of THE SIMONS FOUNDATION, INC. 401(K) PLAN is $93,757,442.00.This plan was established in 2003.

THE SIMONS FOUNDATION, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in THE SIMONS FOUNDATION, INC. 401(K) PLAN is 747

THE SIMONS FOUNDATION, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for THE SIMONS FOUNDATION, INC. 401(K) PLAN is $125,511.00

THE SIMONS FOUNDATION, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for THE SIMONS FOUNDATION, INC. 401(K) PLAN is $6,471.00.

THE SIMONS FOUNDATION, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in THE SIMONS FOUNDATION, INC. 401(K) PLAN is approximately $9,299.00
Investing in this additonal $9,299.00 for 20 years would give you extra $595,170.00, assuming a 10% annual return.

THE SIMONS FOUNDATION, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, THE SIMONS FOUNDATION, INC. 401(K) PLAN allocates $6,946,754.00 to match its employees' contributions, providing an employer match rate of 164.39% of their contributions

THE SIMONS FOUNDATION, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of THE SIMONS FOUNDATION, INC. 401(K) PLAN is 37.99%.

THE SIMONS FOUNDATION, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for THE SIMONS FOUNDATION, INC. 401(K) PLAN is 18.35%. This measures the effectiveness of the plan participants' investments in the year.

THE SIMONS FOUNDATION, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of THE SIMONS FOUNDATION, INC. 401(K) PLAN is 0.00%.

Enrollment Features

THE SIMONS FOUNDATION, INC. 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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