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Original filing (PDF)20250908193910NAL0019598929001
BLACKBAUD, INC.
Form 5500
FILING_RECEIVED
BLACKBAUD RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
2,441
Accounts w/ balance
3,874
Plan assets (EOY)
$536.9M
Net assets (EOY)
$536.9M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLACKBAUD, INC..
Plan sponsor
Name
BLACKBAUD, INC.
EIN
11-2617163
Address
65 FAIRCHILD STREET · CHARLESTON, SC · 29492
Phone
(843) 654-3754
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $154K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | CONSULTANT | $17K | — |
Investments
29 direct securities · 1 pooled fund· $539.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$512.7M
28 holdings
Common Collective Trust
$20.1M
1 holding
Mutual Funds
$6.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $111.7M | 20.8% | |
| Fidelity Total International Index Fund | — | — | $38.5M | $40.0M | 7.5% | |
| Mainstay Large Cap Growth Fund | — | — | $35.0M | $39.1M | 7.3% | |
| Vanguard Target Retirement 2045 | — | — | — | $35.2M | 6.6% | |
| Vanguard Target Retirement 2040 | — | — | $29.0M | $31.2M | 5.8% | |
| Vanguard Target Retirement 2035 | — | — | — | $28.6M | 5.3% | |
| Vanguard Target Retirement 2050 | — | — | — | $27.4M | 5.1% | |
| Fidelity US Bond Index Fund | — | — | — | $26.6M | 5.0% | |
| American EuroPacific Growth | — | — | — | $24.4M | 4.5% | |
| Fidelity Mid Cap Index | — | — | — | $24.3M | 4.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $21.7M | 4.0% | |
| Vanguard Target Retirement 2030 | — | — | — | $21.5M | 4.0% | |
| GALLIARD STABLE RETURN FUND CLASS C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $20.1M | 3.7% | |
| JP Morgan Equity Income Fund | — | — | — | $15.1M | 2.8% | |
| Vanguard Target Retirement 2055 | — | — | — | $11.6M | 2.2% | |
| MFS Mid Cap Value | — | — | — | $11.2M | 2.1% | |
| BlackRock Mid Cap Growth Equity | — | — | — | $8.5M | 1.6% | |
| VANGUARD 2025 TARGET RETIREMNT MUTUAL FUNDS | — | — | $8.3M | $8.0M | 1.5% | |
| Loomis Sayles Core Plus | Mutual Funds | — | — | $6.4M | 1.2% | |
| American Beacon Small Cap Value | — | — | — | $4.9M | 0.9% | |
| Principal Small Cap Growth Fund | — | — | — | $4.7M | 0.9% | |
| maturing through May 2054 | — | — | — | $3.5M | 0.6% | |
| LOAN FUND LOANS | — | — | $3.5M | $3.5M | 0.6% | |
| Vanguard Target Retirement 2020 | — | — | — | $3.2M | 0.6% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $2.8M | $2.8M | 0.5% | |
| Vanguard Target Retirement 2060 | — | — | — | $2.5M | 0.5% | |
| Vanguard Target Income Retirement | — | — | $1.3M | $1.2M | 0.2% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $247K | $247K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $12K | <0.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $10K | <0.1% |