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Original filing (PDF)20250528121726NAL0007050321001
THE MICHAEL J. FOX FOUNDATION FOR PARKINSON'S RESEARCH
Form 5500
FILING_RECEIVED
THE MICHAEL J. FOX FOUNDATION FOR PARKINSON'S RESEARCH 401(K) PLAN
401(k) retirement plan
Active participants
284
Accounts w/ balance
367
Plan assets (EOY)
$37.4M
Net assets (EOY)
$37.4M
How this plan invests
This plan
29 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 (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MICHAEL J. FOX FOUNDATION FOR PARKINSON'S RESEARCH.
Plan sponsor
Name
THE MICHAEL J. FOX FOUNDATION FOR PARKINSON'S RESEARCH
EIN
13-4141945
Address
111 WEST 33RD STREET FLOOR 10 · NEW YORK, NY · 100012904
Phone
(212) 509-0995
Industry
Other Services (ex. Public Admin)see 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
2025-05-28
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $20K | — |
Investments
29 direct securities· $37.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Funds Fidelity Freedom K 2050 Fund | — | — | — | $6.8M | 18.3% | |
| Fidelity Funds Fidelity 500 Index Fund | — | — | — | $4.8M | 12.8% | |
| Fidelity Funds Fidelity Freedom K 2055 Fund | — | — | — | $3.4M | 9.1% | |
| Fidelity Funds Fidelity Freedom K 2060 Fund | — | — | — | $3.1M | 8.4% | |
| Fidelity Funds Fidelity Freedom K 2045 Fund | — | — | — | $2.7M | 7.3% | |
| Fidelity Funds Fidelity Freedom K 2035 Fund | — | — | — | $2.0M | 5.4% | |
| JPMorgan JPM Large Cap Growth | — | — | — | $1.8M | 4.8% | |
| Fidelity Funds Fidelity Small Cap Index Fund | — | — | — | $1.8M | 4.8% | |
| Fidelity Funds Fidelity Mid Cap Index Fund | — | — | — | $1.4M | 3.8% | |
| Columbia Dividend Income Fund | — | — | — | $1.4M | 3.7% | |
| Fidelity Funds Fidelity Freedom K 2040 Fund | — | — | — | $1.3M | 3.4% | |
| JPMorgan JPM Core Plus Bond R6 | — | — | — | $665K | 1.8% | |
| JPMorgan JPM Equity Income Fund | — | — | — | $659K | 1.8% | |
| Victory Trivalent Victory Trivalent Intl Small-Cap Fund | — | — | — | $607K | 1.6% | |
| Fidelity Funds Fidelity Government Money Market Fund | — | — | — | $601K | 1.6% | |
| Fidelity Funds Fidelity Freedom K 2025 Fund | — | — | — | $592K | 1.6% | |
| Fidelity Funds Fidelity Freedom K 2065 Fund | — | — | — | $530K | 1.4% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund Class L | — | — | — | $514K | 1.4% | |
| BlackRock BLKRK STR Inc OPP K | — | — | — | $460K | 1.2% | |
| Fidelity Funds Fidelity U.S. Bond Index Fund | — | — | — | $417K | 1.1% | |
| Vanguard Emerging Markets Vanguard Emerging Markets Stock Index Fund | — | — | — | $385K | 1.0% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth Fund Class | — | — | — | $307K | 0.8% | |
| Fidelity Funds Fidelity Freedom K 2030 Fund | — | — | — | $306K | 0.8% | |
| Fidelity Funds Fidelity Small Cap Growth K6 Fund | — | — | — | $192K | 0.5% | |
| Fidelity Funds Fidelity International Index | — | — | — | $83K | 0.2% | |
| John Hancock JH Disciplined Value Mid Cap Fund | — | — | — | $44K | 0.1% | |
| Sterling Capital Sterling Capital SmCp Val Instl | — | — | — | $29K | <0.1% | |
| Fidelity Funds Fidelity Freedom Income Fund | — | — | — | $24K | <0.1% | |
| Fidelity Funds Fidelity Freedom K 2020 Fund | — | — | — | $19K | <0.1% |
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