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Original filing (PDF)20251010110520NAL0004530195001

WIKIMEDIA FOUNDATION, INC.

Form 5500
FILING_RECEIVED
WIKIMEDIA FOUNDATION, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
327
Accounts w/ balance
465
Plan assets (EOY)
$62.9M
Net assets (EOY)
$62.9M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "[DFE: FA STABLE VALUE I (no filing on disk)]" is 100% of plan.
Helping the score
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WIKIMEDIA FOUNDATION, INC..
Plan sponsor
Name
WIKIMEDIA FOUNDATION, INC.
EIN
20-0049703
Address
ONE SANSOME STREET · SUITE 1895 · SAN FRANCISCO, CA · 94104
Phone
(415) 839-6885
Industry
Information / Tech / Mediasee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PATRICK KENDRICK GIBSON, LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786—RECORDKEEPER-$7K—

Investments

1 pooled fund· $538K(1% 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.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
FA STABLE VALUE I
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026
Common Collective Trust
——$538K0.9%

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