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Original filing (PDF)20250731164826NAL0002746515001
CLINTON FOUNDATION
Form 5500
FILING_RECEIVED
THE CLINTON FOUNDATION RETIREMENT PLAN
401(k) retirement plan
Active participants
172
Accounts w/ balance
330
Plan assets (EOY)
$37.1M
Net assets (EOY)
$37.1M
How this plan invests
This plan
1 pooled trust
Schedule D
23 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLINTON FOUNDATION.
Plan sponsor
Name
CLINTON FOUNDATION
EIN
31-1580204
Address
1200 PRESIDENT CLINTON AVE · ATTN FINANCE OFFICE · LITTLE ROCK, AR · 72201
Phone
(501) 370-8000
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
2025-07-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
HOGAN TAYLOR 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 | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERIDIAN INVESTMENT | 71-0496439 | — | INVESTMENT ADVISOR | $55K | — |
Investments
22 direct securities · 1 pooled fund· $37.0M(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
$36.3M
22 holdings
Common Collective Trust
$643K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund | — | — | — | $7.8M | 21.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $4.5M | 12.0% | |
| Fidelity 500 Index Fund | — | — | — | $4.1M | 11.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $3.8M | 10.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $3.7M | 10.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.4M | 6.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.6M | 4.3% | |
| Calvert US Large Cap Core Responsible Index Fund | — | — | — | $1.4M | 3.7% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.3M | 3.4% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.0M | 2.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $856K | 2.3% | |
| Vanguard Small Cap Index Fund | — | — | — | $789K | 2.1% | |
| Fidelity International Index Fund | — | — | — | $674K | 1.8% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $652K | 1.8% | |
| Fidelity Managed Income Portfolio | — | — | — | $643K | 1.7% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $643K | 1.7% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $441K | 1.2% | |
| Fidelity Emerging Markets Fund | — | — | — | $267K | 0.7% | |
| Self-directed brokerage account Various units | — | — | — | $225K | 0.6% | |
| with various maturities - | — | — | — | $134K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $65K | 0.2% | |
| Vanguard Short-Term Investment-Grade Fund | — | — | — | $52K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $2K | <0.1% |
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