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Original filing (PDF)20250815115757NAL0005867187001
KHAN ACADEMY, INC.
Form 5500
FILING_RECEIVED
KHAN ACADEMY, INC. 401(K) SAFE HARBOR PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
302
Accounts w/ balance
435
Plan assets (EOY)
$41.4M
Net assets (EOY)
$41.4M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Mutual Fund Shares" is 25% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KHAN ACADEMY, INC..
Plan sponsor
Name
KHAN ACADEMY, INC.
EIN
26-1544963
Address
PO BOX 1630 · MOUNTAIN VIEW, CA · 94042
Phone
(650) 336-5426
Industry
Educational 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
2025-08-15
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
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 | $52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $60K | — |
Investments
28 direct securities· $41.4M(100% of reported assets)
Uncategorized
$36.7M
27 holdings
Mutual Funds
$4.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund Shares | — | — | — | $10.4M | 25.3% | |
| Vanguard Target Ret 2055 Mutual Fund Shares | Mutual Funds | — | — | $4.7M | 11.3% | |
| Vanguard Target Ret 2050 Mutual Fund Shares | — | — | — | $4.2M | 10.2% | |
| Vanguard Target Ret 2045 Mutual Fund Shares | — | — | — | $3.6M | 8.8% | |
| Vanguard Target Ret 2060 Mutual Fund Shares | — | — | — | $2.3M | 5.6% | |
| Vanguard Target Ret 2040 Mutual Fund Shares | — | — | — | $2.0M | 4.9% | |
| Vanguard Target Ret 2035 Mutual Fund Shares | — | — | — | $1.9M | 4.5% | |
| Fidelity LG CAP GR IDX Mutual Fund Shares | — | — | — | $1.5M | 3.7% | |
| Vanguard Dev Mkt Idx Adm Mutual Fund Shares | — | — | — | $1.4M | 3.3% | |
| Vanguard Target Ret 2030 Mutual Fund Shares | — | — | — | $1.1M | 2.7% | |
| Fidelity Brokerage Link | — | — | — | $980K | 2.4% | |
| Dodge & Cox Stock I Mutual Fund Shares | — | — | — | $910K | 2.2% | |
| Vanguard Smcpvl Idx Adm Mutual Fund Shares | — | — | — | $852K | 2.1% | |
| Fidelity Government Money Market Fund Money Market Fund | — | — | — | $695K | 1.7% | |
| Vanguard Intl Value Mutual Fund Shares | — | — | — | $662K | 1.6% | |
| DFA Real Est Sec I Mutual Fund Shares | — | — | — | $627K | 1.5% | |
| Fidelity SM CAP IDX Mutual Fund Shares | — | — | — | $621K | 1.5% | |
| Fidelity MID CAP IDX Mutual Fund Shares | — | — | — | $610K | 1.5% | |
| Vanguard Intm Bd Idx Adm Mutual Fund Shares | — | — | — | $608K | 1.5% | |
| Fidelity EMRG MKTS IDX Mutual Fund Shares | — | — | — | $414K | 1.0% | |
| DFA Us Sustain Core1 Mutual Fund Shares | — | — | — | $341K | 0.8% | |
| Vanguard Target Ret 2065 Mutual Fund Shares | — | — | — | $305K | 0.7% | |
| Vanguard Target Ret Inc Mutual Fund Shares ** 863 Vanguard Target Ret 2025 Mutual Fund Shares | — | — | — | $241K | 0.6% | |
| Notes receivable from * participants Bearing interest between 4.25% to 9.5% - | — | — | — | $180K | 0.4% | |
| Fidelity SM CAP GR IDX Mutual Fund Shares | — | — | — | $51K | 0.1% | |
| Fidelity MID CAP VAL IDX Mutual Fund Shares | — | — | — | $37K | <0.1% | |
| Voya Interm Bond I Mutual Fund Shares | — | — | — | $32K | <0.1% | |
| Fidelity MID CAP GR IDX Mutual Fund Shares | — | — | — | $9K | <0.1% |
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