Assets by plan
Share of aggregate retirement assets
Filings through .
S.H. Cowell Foundation
EIN 94-1392803philanthropyLatest filing 2025
Plans
2
Retirement
2
$6.1M assets
Health & Benefits
0
Participants
26
425 CALIFORNIA ST STE 2025 - SAN FRANCISCO, CA 941042213415-397-0285shcowell.orgLinkedIn11-50 employeesphilanthropy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 26 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
S.H. COWELL FOUNDATION MONEY PURCHASE PENSION PLAN
Money purchase
Assets$3.5M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
S.H. COWELL FOUNDATION 403(B) EMPLOYEE SAVINGS PLAN
403(b)
Assets$2.5M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | S.H. COWELL FOUNDATION MONEY PURCHASE PENSION PLAN | Money purchase | $3.5M | 14 | 2025 |
| #003 | S.H. COWELL FOUNDATION 403(B) EMPLOYEE SAVINGS PLAN | 403(b) | $2.5M | 12 | 2025 |
- #002 · Money purchase · 202514
- #003 · 403(b) · 202512
Retirement plans