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Original filing (PDF)20250926174300NAL0009637505001
THE ALLEN INSTITUTE FOR ARTIFICIAL INTELLIGENCE
Form 5500
FILING_RECEIVED
AI2 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
203
Accounts w/ balance
242
Plan assets (EOY)
$48.0M
Net assets (EOY)
$48.0M
How this plan invests
This plan
12 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
87
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Mutual Fund" is 26% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ALLEN INSTITUTE FOR ARTIFICIAL INTELLIGENCE.
Plan sponsor
Name
THE ALLEN INSTITUTE FOR ARTIFICIAL INTELLIGENCE
EIN
82-4083177
Address
3800 LATONA AVE NE STE 300 · SEATTLE, WA · 98105
Phone
(206) 548-5600
Industry
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
2025-09-26
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
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 | -$16K | — |
Investments
16 direct securities · 12 pooled funds· $48.7M(100% 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
$26.1M
16 holdings
Common Collective Trust
$22.6M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $12.4M | 25.9% | |
| TRP RET BLEND 2050 B T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $5.4M | 11.2% | |
| TRP RET BLEND 2055 B T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $3.2M | 6.7% | |
| TRP RET BLEND 2045 B T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $3.2M | 6.6% | |
| TRP RET BLEND 2060 B T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $3.0M | 6.3% | |
| TRP RET BLEND 2040 B T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $2.7M | 5.7% | |
| TRP RET BLEND 2030 B T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $2.4M | 5.0% | |
| Fidelity Select Technology Mutual Fund | — | — | — | $2.1M | 4.4% | |
| T. Rowe Price Large-Cap Growth Mutual Fund | — | — | — | $1.9M | 4.0% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $1.8M | 3.7% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $1.5M | 3.1% | |
| TRP RET BLEND 2035 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.9% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $1.4M | 2.9% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $934K | 1.9% | |
| DFA US Targeted Value Mutual Fund | — | — | — | $838K | 1.7% | |
| William Blair Small-Mid Cap Growth Mutual Fund | — | — | — | $744K | 1.5% | |
| Interest, Collateral, Par, or Maturity Value Goldman Sachs Stable Value Collective Trust Collective Trust Fund | — | — | — | $676K | 1.4% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $676K | 1.4% | |
| Dodge & Cox Stock Mutual Fund | — | — | — | $493K | 1.0% | |
| Dodge & Cox International Stock Mutual Fund | — | — | — | $466K | 1.0% | |
| Harding Loevner International Equity Mutual Fund | — | — | — | $296K | 0.6% | |
| PIMCO Total Return Mutual Fund | — | — | — | $234K | 0.5% | |
| TRP RET BLEND 2065 B T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $215K | 0.4% | |
| Participant loans Rates from 4.25% to 9.50% - 0 - | — | — | — | $173K | 0.4% | |
| TRP RET BLEND 2025 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $165K | 0.3% | |
| Columbia High Yield Bond Inst Mutual Fund | — | — | — | $160K | 0.3% | |
| TRP RET BLEND 2005 B T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $120K | 0.3% | |
| TRP RET BLEND 2020 B T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $92K | 0.2% |
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