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Original filing (PDF)20250725121218NAL0005818321001
JOHN S. AND JAMES L. KNIGHT FOUNDATION
Form 5500
FILING_RECEIVED
KNIGHT FOUNDATION SECTION 403(B) PLAN
403(b) retirement plan
Active participants
59
Accounts w/ balance
140
Plan assets (EOY)
$22.3M
Net assets (EOY)
$22.3M
How this plan invests
This plan
22 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 (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN S. AND JAMES L. KNIGHT FOUNDATION.
Plan sponsor
Name
JOHN S. AND JAMES L. KNIGHT FOUNDATION
EIN
65-0464177
Address
2850 TIGERTAIL AVENUE, SUITE 600 · MIAMI, FL · 33133
Phone
(305) 908-2600
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $10K | — |
Investments
22 direct securities· $22.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $5.4M | 24.3% | |
| Vanguard Institutional Target Retirement 2040 Fund | — | — | — | $1.7M | 7.8% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $1.7M | 7.6% | |
| Vanguard Institutional Target Retirement 2035 Fund | — | — | — | $1.6M | 7.0% | |
| Vanguard Equity Income Fund Admiral Shares | — | — | — | $1.5M | 6.5% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $1.3M | 5.6% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $1.2M | 5.4% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $1.2M | 5.2% | |
| Vanguard Institutional Target Retirement 2030 Fund | — | — | — | $933K | 4.2% | |
| Vanguard FTSE Social Index Fund Admiral Shares | — | — | — | $918K | 4.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $876K | 3.9% | |
| Vanguard Institutional Target Retirement 2025 Fund | — | — | — | $793K | 3.5% | |
| Vanguard Institutional Target Retirement Income Fund | — | — | — | $768K | 3.4% | |
| Vanguard Institutional Target Retirement 2045 Fund | — | — | — | $535K | 2.4% | |
| Vanguard Institutional Target Retirement 2050 Fund | — | — | — | $480K | 2.1% | |
| Vanguard Institutional Target Retirement 2020 Fund | — | — | — | $442K | 2.0% | |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares | — | — | — | $334K | 1.5% | |
| Vanguard Institutional Target Retirement 2055 Fund | — | — | — | $307K | 1.4% | |
| Vanguard Federal Money Market Fund | — | — | — | $208K | 0.9% | |
| Vanguard Institutional Target Retirement 2065 Fund | — | — | — | $144K | 0.6% | |
| Vanguard Institutional Target Retirement 2060 Fund | — | — | — | $59K | 0.3% | |
| Participants 4.5%-9.25%; maturing through 2026 | — | — | — | $8K | <0.1% |
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