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Sponsor portfolio

SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE

EIN 94-2650833-civic & social organization-Latest filing 2025
Plans
3
Retirement
3
$13.6M assets
Welfare
0
Participants
99
17 GAUSS WAY - BERKELEY, CA 94720510-642-0143LinkedIn11-50 employeescivic & social organization
Plans on this EIN
3 filings
#002403b-$7.8M - 24 part#003403b-$3.5M - 45 part#001MoneyPurchase-$2.3M - 30 part

Retirement portfolio analytics

3 plans aggregated / $13.6M assets / 99 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • INSTITUTE TDA PLAN (#002)57%
  • 403(B) DC PLAN (#003)26%
  • EMPLOYEES' RETIREMENT PLAN (#001)17%
Total $13.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) DC PLAN (#003)45
  • EMPLOYEES' RETIREMENT PLAN (#001)30
  • INSTITUTE TDA PLAN (#002)24
Total 99Click 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#002

MATHEMATICAL SCIENCES RESEARCH INSTITUTE TDA PLAN

403b

Assets$7.8M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MATHEMATICAL SCIENCES RESEARCH INSTITUTE 403(B) DC PLAN

403b

Assets$3.5M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MATHEMATICAL SCIENCES RESEARCH INSTITUTE EMPLOYEES' RETIREMENT PLAN

MoneyPurchase

Assets$2.3M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002MATHEMATICAL SCIENCES RESEARCH INSTITUTE TDA PLAN403b$7.8M242025
003MATHEMATICAL SCIENCES RESEARCH INSTITUTE 403(B) DC PLAN403b$3.5M452025
001MATHEMATICAL SCIENCES RESEARCH INSTITUTE EMPLOYEES' RETIREMENT PLANMoneyPurchase$2.3M302025
Retirement plans
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