Kelly GOFF signed Gates Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gates Foundation's EIN is 56-2618866.
Download the official 2024 Form 5500 (PDF) for Gates Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gates Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
| PRUDENTIAL INSURANCE COMPANY OF AME |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $58.1M | 17.3% | |
| Fidelity Total International Index | Mutual Funds | — | — | $39.1M | 11.6% | |
| American Funds EuroPacific Growth | Mutual Funds | — | — | $33.4M | 9.9% | |
| Vanguard Treasury Money Market Investor | Mutual Funds | — | — | $32.2M | 9.6% | |
| MFS Value | Mutual Funds | — | — | $28.4M | 8.4% | |
| PGIM Jennison Growth | Other securities | — | — | $27.3M | 8.1% | |
| Vanguard Total Bond Market Index Institutional | Mutual Funds | — | — | $21.2M | 6.3% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $19.7M | 5.9% | |
| Allspring Special Small Cap Value | Other securities | — | — | $15.3M | 4.6% | |
| Metropolitan West Total Return Bond Admin | Other securities | — | — | $13.6M | 4.1% | |
| T. Rowe Price Mid Cap Growth | Other securities | — | — | $12.6M | 3.8% | |
| Loomis Sayles Small Cap Growth Institutional | Other securities | — | — | $11.3M | 3.4% | |
| Fidelity Contrafund | Mutual Funds | — | — | $9.9M | 2.9% | |
| Charles Schwab & Co., Inc. Self-Directed Brokerage Account (Other Funds) | Self-Directed Brokerage | — | — | $4.5M | 1.3% | |
| PIMCO Total Return | Mutual Funds | — | — | $4.1M | 1.2% | |
| Vanguard International Value | Mutual Funds | — | — | $2.5M | 0.7% | |
| Participants Notes receivable from participants with interest rates of 4.25% to 9.5% and maturing through May 2038 | Bonds / Notes | — | — | $1.6M | 0.5% | |
| Harding Loevner International Equity Institutional | Other securities | — | — | $1.4M | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-1211670 |
| — |
| NONE |
| $0 |
| — |
