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Original filing (PDF)20250925105705NAL0008437681001
COURSERA, INC.
Form 5500
FILING_RECEIVED
COURSERA 401(K) PLAN
401(k) retirement plan
Active participants
602
Accounts w/ balance
1,003
Plan assets (EOY)
$72.4M
Net assets (EOY)
$72.4M
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)
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 (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COURSERA, INC..
Plan sponsor
Name
COURSERA, INC.
EIN
45-3560292
Address
381 EAST EVELYN AVENUE · MOUNTAIN VIEW, CA · 94041
Phone
(650) 316-5868
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
2025-09-25
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORPORAT
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 | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEPPER | $3K | — |
Investments
27 direct securities· $71.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund Mutual Fund | — | — | — | $12.0M | 16.5% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $11.9M | 16.5% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | — | — | — | $10.4M | 14.4% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $7.0M | 9.7% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | — | — | — | $5.6M | 7.8% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | — | — | — | $5.0M | 6.9% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $4.8M | 6.7% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | — | — | — | $3.1M | 4.3% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | — | — | — | $2.0M | 2.7% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | — | — | — | $2.0M | 2.7% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | — | — | — | $1.1M | 1.6% | |
| Vanguard FTSE Social Index Fund Mutual Fund | — | — | — | $900K | 1.2% | |
| Vanguard Extended Market Index Fund Mutual Fund | — | — | — | $888K | 1.2% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $729K | 1.0% | |
| Vanguard Small-Cap Index Fund Mutual Fund | — | — | — | $715K | 1.0% | |
| American Funds New World Fund Mutual Fund | — | — | — | $700K | 1.0% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | — | — | — | $520K | 0.7% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $479K | 0.7% | |
| Vanguard Balanced Index Fund Mutual Fund | — | — | — | $455K | 0.6% | |
| Vanguard Explorer Fund Mutual Fund | — | — | — | $304K | 0.4% | |
| PIMCO RAE US Small Fund Mutual Fund | — | — | — | $278K | 0.4% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | — | — | — | $193K | 0.3% | |
| participants 9.50% | — | — | — | $180K | 0.2% | |
| Principal MidCap Fund Mutual Fund | — | — | — | $116K | 0.2% | |
| Vanguard Short-Term Bond Index Fund Mutual Fund | — | — | — | $90K | 0.1% | |
| Principal MidCap Value Fund Mutual Fund | — | — | — | $8K | <0.1% | |
| Fidelity Freedom Index Income Fund Mutual Fund | — | — | — | $2K | <0.1% |
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