How big is The Kavli Foundation's plan?

The Kavli Foundation's plan reported $6.6M in assets and 22 participants for 2024.

Original filing (PDF)20251006171839NAL0003851201001

The Kavli Foundation

Name: The Kavli Foundation — The Kavli Foundation 401(k), Form 5500 (2024)
Creator: The Kavli Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Kavli Foundation 401(k) Profit Sharing Plan

401(k) retirement plan · The Kavli Foundation's The Kavli Foundation 401(k) Profit Sharing Plan held $6.6M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

Plan identifiers

The Kavli Foundation's EIN is 77-0560142.

EIN 77-0560142

Plan number 001

Plan year 2024

ACK ID 20251006171839NAL0003851201001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Kavli Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Kavli Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE KAVLI FOUNDATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

THE KAVLI FOUNDATION

EIN

all filings

Address

5715 MESMER AVENUE · LOS ANGELES, CA · 90230

Phone

(424) 353-8800

Industry

Other Services (ex. Public Admin)

Plan administrator