Julian Lee Roberts signed KHAN Academy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KHAN Academy, Inc.'s EIN is 26-1544963.
Download the official 2024 Form 5500 (PDF) for KHAN Academy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KHAN Academy, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $60K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund Shares | Common Collective Trusts | — | — | $10.4M | 25.3% | |
| Vanguard Target Ret 2055 Mutual Fund Shares | Mutual Funds | — | — | $4.7M | 11.3% | |
| Vanguard Target Ret 2050 Mutual Fund Shares | Mutual Funds | — | — | $4.2M | 10.2% | |
| Vanguard Target Ret 2045 Mutual Fund Shares | Mutual Funds | — | — | $3.6M | 8.8% | |
| Vanguard Target Ret 2060 Mutual Fund Shares | Mutual Funds | — | — | $2.3M | 5.6% | |
| Vanguard Target Ret 2040 Mutual Fund Shares | Mutual Funds | — | — | $2.0M | 4.9% | |
| Vanguard Target Ret 2035 Mutual Fund Shares | Mutual Funds | — | — | $1.9M | 4.5% | |
| Fidelity LG CAP GR IDX Mutual Fund Shares | Common Collective Trusts | — | — | $1.5M | 3.7% | |
| Vanguard Dev Mkt Idx Adm Mutual Fund Shares | Common Collective Trusts | — | — | $1.4M | 3.3% | |
| Vanguard Target Ret 2030 Mutual Fund Shares | Mutual Funds | — | — | $1.1M | 2.7% | |
| Fidelity Brokerage Link | Self-Directed Brokerage | — | — | $980K | 2.4% | |
| Dodge & Cox Stock I Mutual Fund Shares | Mutual Funds | — | — | $910K | 2.2% | |
| Vanguard Smcpvl Idx Adm Mutual Fund Shares | Common Collective Trusts | — | — | $852K | 2.1% | |
| Fidelity Government Money Market Fund Money Market Fund | Mutual Funds | — | — | $695K | 1.7% | |
| Vanguard Intl Value Mutual Fund Shares | Mutual Funds | — | — | $662K | 1.6% | |
| DFA Real Est Sec I Mutual Fund Shares | Mutual Funds | — | — | $627K | 1.5% | |
| Fidelity SM CAP IDX Mutual Fund Shares | Common Collective Trusts | — | — | $621K | 1.5% | |
| Fidelity MID CAP IDX Mutual Fund Shares | Common Collective Trusts | — | — | $610K | 1.5% | |
| Vanguard Intm Bd Idx Adm Mutual Fund Shares | Common Collective Trusts | — | — | $608K | 1.5% | |
| Fidelity EMRG MKTS IDX Mutual Fund Shares | Common Collective Trusts | — | — | $414K | 1.0% | |
| DFA Us Sustain Core1 Mutual Fund Shares | Mutual Funds | — | — | $341K | 0.8% | |
| Vanguard Target Ret 2065 Mutual Fund Shares | Mutual Funds | — | — | $305K | 0.7% | |
| Vanguard Target Ret Inc Mutual Fund Shares ** 863 Vanguard Target Ret 2025 Mutual Fund Shares | Mutual Funds | — | — | $241K | 0.6% | |
| Notes receivable from * participants Bearing interest between 4.25% to 9.5% - | Bonds / Notes | — | — | $180K | 0.4% | |
| Fidelity SM CAP GR IDX Mutual Fund Shares | Common Collective Trusts | — | — | $51K | 0.1% | |
| Fidelity MID CAP VAL IDX Mutual Fund Shares | Common Collective Trusts | — | — | $37K | <0.1% | |
| Voya Interm Bond I Mutual Fund Shares | Other securities | — | — | $32K | <0.1% | |
| Fidelity MID CAP GR IDX Mutual Fund Shares | Common Collective Trusts | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
