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Original filing (PDF)20250924193802NAL0017851858001
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
Form 5500
FILING_RECEIVED
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH RETIREMENT & SAVINGS 401K PLAN
401(k) retirement plan
Active participants
144
Accounts w/ balance
233
Plan assets (EOY)
$42.4M
Net assets (EOY)
$42.4M
How this plan invests
This plan
34 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 (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH.
Plan sponsor
Name
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
EIN
77-0440090
Address
400 HAMILTON AVE, SUITE 340 · PALO ALTO, CA · 94301
Phone
(650) 497-8365
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
2025-09-24
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER, P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $525 | — |
Investments
34 direct securities· $42.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM 2045 Mutual Fund | — | — | — | $5.6M | 13.1% | |
| FID 500 INDEX Mutual Fund | — | — | — | $5.3M | 12.6% | |
| FID BLUE CHIP GR Mutual Fund | — | — | — | $3.7M | 8.8% | |
| FID CONTRAFUND Mutual Fund | — | — | — | $3.0M | 7.2% | |
| FID FREEDOM 2055 Mutual Fund | — | — | — | $3.0M | 7.0% | |
| FID FREEDOM 2050 Mutual Fund | — | — | — | $2.3M | 5.4% | |
| FID INTL INDEX Mutual Fund | — | — | — | $2.1M | 5.0% | |
| FID FREEDOM 2040 Mutual Fund | — | — | — | $2.1M | 4.9% | |
| FID FREEDOM 2035 Mutual Fund | — | — | — | $2.0M | 4.8% | |
| PUTN LG CAP VAL Mutual Fund | — | — | — | $1.3M | 3.0% | |
| FID FREEDOM 2020 Mutual Fund | — | — | — | $1.1M | 2.5% | |
| FID FREEDOM 2060 Mutual Fund | — | — | — | $976K | 2.3% | |
| FID GOVT MMKT Mutual Fund | — | — | — | $959K | 2.3% | |
| FID US SUSTN IDX Mutual Fund | — | — | — | $832K | 2.0% | |
| FID EXTD MKT IDX Mutual Fund | — | — | — | $790K | 1.9% | |
| FID MID CAP STOCK Mutual Fund | — | — | — | $754K | 1.8% | |
| TRP OVERSEAS STOCK Mutual Fund | — | — | — | $725K | 1.7% | |
| FID LOW PRICED STK Mutual Fund | — | — | — | $707K | 1.7% | |
| FID TOTAL BOND Mutual Fund | — | — | — | $680K | 1.6% | |
| FID FREEDOM 2030 Mutual Fund | — | — | — | $599K | 1.4% | |
| FID US BOND IDX Mutual Fund | — | — | — | $564K | 1.3% | |
| FID FREEDOM 2025 Mutual Fund | — | — | — | $451K | 1.1% | |
| AS SPL SM CAP VAL Mutual Fund | — | — | — | $425K | 1.0% | |
| FID PURITAN Mutual Fund | — | — | — | $389K | 0.9% | |
| FID SM CAP DISCOVERY Mutual Fund | — | — | — | $388K | 0.9% | |
| FID FREEDOM 2065 Mutual Fund | — | — | — | $342K | 0.8% | |
| CAUSEWAY EM MKTS Mutual Fund | — | — | — | $335K | 0.8% | |
| COHEN & STEERS RLTY Mutual Fund | — | — | — | $330K | 0.8% | |
| FIDELITY GOVT INCOME Mutual Fund | — | — | — | $256K | 0.6% | |
| BAIRD SH TM BOND Mutual Fund | — | — | — | $216K | 0.5% | |
| Participant loans Rates from 9.50% to 10.50% - 0 - | — | — | — | $81K | 0.2% | |
| FID FREEDOM 2015 Mutual Fund | — | — | — | $37K | <0.1% | |
| FID FREEDOM 2010 Mutual Fund | — | — | — | $33K | <0.1% | |
| FID FREEDOM INC Mutual Fund | — | — | — | $24K | <0.1% |
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