Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SANTA FE INSTITUTE
EIN 85-0325494researchLatest filing 2024
Plans
2
Retirement
2
$18.2M assets
Welfare
0
Participants
286
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.2M assets / 286 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
68%top
- TIAA68%
- (Not disclosed)32%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SANTA FE INSTITUTE 403(B) RETIREMENT PLAN
403b
Assets$12.3M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SANTA FE INSTITUTE MONEY PURCHASE PLAN
MoneyPurchase
Assets$5.9M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SANTA FE INSTITUTE 403(B) RETIREMENT PLAN | 403b | $12.3M | 170 | 2024 | |
| 002 | SANTA FE INSTITUTE MONEY PURCHASE PLAN | MoneyPurchase | $5.9M | 116 | 2024 |
Retirement plans