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Original filing (PDF)20250912085853NAL0000709283001
THE LINUX FOUNDATION
Form 5500
FILING_RECEIVED
THE LINUX FOUNDATION 401(K) PLAN
401(k) retirement plan
Active participants
253
Accounts w/ balance
359
Plan assets (EOY)
$76.3M
Net assets (EOY)
$76.3M
How this plan invests
This plan
1 pooled trust
Schedule D
38 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 THE LINUX FOUNDATION.
Plan sponsor
Name
THE LINUX FOUNDATION
EIN
46-0503801
Address
548 MARKET STREET PMB 57274 · SAN FRANCISCO, CA · 941045401
Phone
(404) 783-1576
Industry
All Other Professional Services· Professional & Technical 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
2025-09-12
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOFFMAN, STEWART & SCHMIDT, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER6 | $103K | — |
Investments
37 direct securities · 1 pooled fund· $74.4M(97% 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
$74.2M
37 holdings
Common Collective Trust
$173K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Equity 500 Index K Shares of registered investment companies | — | — | — | $10.4M | 13.6% | |
| Fidelity Freedom Index 2045 Instl Prem Shares of registered investment companies | — | — | — | $8.8M | 11.5% | |
| Fidelity Freedom Index 2050 Instl Prem Shares of registered investment companies | — | — | — | $6.9M | 9.0% | |
| Fidelity Freedom Index 2040 Instl Prem Shares of registered investment companies | — | — | — | $6.6M | 8.6% | |
| Fidelity Freedom Index 2030 Instl Prem Shares of registered investment companies | — | — | — | $5.1M | 6.6% | |
| Vanguard Growth Index Adm Shares of registered investment companies | — | — | — | $4.8M | 6.3% | |
| Guaranteed Income Fund Group annuity contract | — | — | — | $4.3M | 5.7% | |
| Fidelity Freedom Index 2035 Instl Prem Shares of registered investment companies | — | — | — | $4.2M | 5.6% | |
| Fidelity Freedom Index 2055 Instl Prem Shares of registered investment companies | — | — | — | $3.6M | 4.7% | |
| Vanguard Interm-Term Bond Index Adm Shares of registered investment companies | — | — | — | $3.6M | 4.7% | |
| Vanguard Mid Cap Index Fund - Admiral Shares of registered investment companies | — | — | — | $3.1M | 4.1% | |
| Ishares Msci Eafe International Index K Shares of registered investment companies | — | — | — | $2.0M | 2.7% | |
| Fidelity Freedom Index 2025 Instl Prem Shares of registered investment companies | — | — | — | $1.4M | 1.8% | |
| Vanguard Value Index Adm Shares of registered investment companies | — | — | — | $1.3M | 1.8% | |
| Vanguard Balanced Index Adm Shares of registered investment companies | — | — | — | $909K | 1.2% | |
| Fidelity Freedom Index Inc Instl Prem Shares of registered investment companies | — | — | — | $840K | 1.1% | |
| Fidelity Freedom Index 2060 Instl Prem Shares of registered investment companies | — | — | — | $731K | 1.0% | |
| Vanguard Emerging Mkts Stock Idx Adm Shares of registered investment companies | — | — | — | $718K | 0.9% | |
| Ishares Russell 1000 Large-Cap Index K Shares of registered investment companies | — | — | — | $665K | 0.9% | |
| Fidelity Freedom Index 2020 Instl Prem Shares of registered investment companies | — | — | — | $644K | 0.8% | |
| Vanguard Real Estate Index Admiral Shares of registered investment companies | — | — | — | $539K | 0.7% | |
| Vanguard Small Cap Value Index Admiral Shares of registered investment companies | — | — | — | $506K | 0.7% | |
| Vanguard Small Cap Index Adm Shares of registered investment companies | — | — | — | $382K | 0.5% | |
| Nuveen Small Cap Blend Index R6 Shares of registered investment companies | — | — | — | $376K | 0.5% | |
| Pimco Income Instl Shares of registered investment companies | — | — | — | $343K | 0.4% | |
| Fidelity Freedom Index 2010 Instl Prem Shares of registered investment companies | — | — | — | $342K | 0.4% | |
| Fidelity Freedom Index 2065 Instl Prem Shares of registered investment companies | — | — | — | $272K | 0.4% | |
| Ishares Msci Total International Index K Shares of registered investment companies | — | — | — | $217K | 0.3% | |
| Undiscovered Mgrs Behavioral Value R6 Shares of registered investment companies | — | — | — | $191K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral Shares of registered investment companies | — | — | — | $182K | 0.2% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $173K | 0.2% | |
| Fidelity Intl Cptl Apprec K6 Shares of registered investment companies | — | — | — | $140K | 0.2% | |
| American Funds New World R6 Shares of registered investment companies | — | — | — | $57K | <0.1% | |
| Invesco Discovery R6 Shares of registered investment companies | — | — | — | $19K | <0.1% | |
| Janus Henderson Enterprise N Shares of registered investment companies | — | — | — | $16K | <0.1% | |
| Fidelity Freedom Index 2015 Instl Prem Shares of registered investment companies | — | — | — | $4K | <0.1% | |
| Victory Core Plus Intermediate Bond R6 Shares of registered investment companies | — | — | — | $4K | <0.1% | |
| Victory Sycamore Established Value R6 Shares of registered investment companies | — | — | — | $2K | <0.1% |
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