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Sponsor portfolio

JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION

EIN 13-5673173-research-Latest filing 2025
Plans
2
Retirement
2
$19.4M assets
Welfare
0
Participants
60
90 PARK AVENUE 33RD FLOOR - NEW YORK, NY 10016212-687-4470gf.orgLinkedIn11-50 employeesresearch
Plans on this EIN
2 filings
#001TraditionalDB-$10.8M - 39 part#002401k-$8.6M - 21 part

Retirement portfolio analytics

2 plans aggregated / $19.4M assets / 60 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • GUGGENHEIM MEMORIAL FOUNDATION (#001)56%
  • GUGGENHEIM MEMORIAL FOUNDATION (#002)44%
Total $19.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GUGGENHEIM MEMORIAL FOUNDATION (#001)39
  • GUGGENHEIM MEMORIAL FOUNDATION (#002)21
Total 60Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PENSION PLAN OF JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION

TraditionalDB

Assets$10.8M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THRIFT PLAN FOR EMPLOYEES OF THE JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION

401k

Assets$8.6M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PENSION PLAN OF JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATIONTraditionalDB$10.8M392024
002THRIFT PLAN FOR EMPLOYEES OF THE JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION401k$8.6M212025
Retirement plans
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