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Original filing (PDF)20250811092355NAL0008449824001
KNOWABLE, INC.
Form 5500
FILING_RECEIVED
KNOWABLE, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
127
Accounts w/ balance
103
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.3M
How this plan invests
This plan
21 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "VANGUARD TARGET RETIRE TRUST PLUS 2035 Commingled institutional pools" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (34 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KNOWABLE, INC..
Plan sponsor
Name
KNOWABLE, INC.
EIN
83-3400242
Address
230 PARK AVE 7TH FLOOR · NEW YORK, NY · 10169
Phone
(212) 309-5467
Industry
Information / Tech / Mediasee 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
2025-08-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $22K | — |
Investments
8 direct securities · 21 pooled funds· $6.4M(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.
Common Collective Trust
$5.9M
21 holdings
Uncategorized
$439K
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET TRUST PLUS 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $1.7M | 26.7% | |
| VANGUARD TARGET RET TRUST PLUS 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $1.4M | 22.0% | |
| VANGUARD TARGET RET TRUST PLUS 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $806K | 12.7% | |
| VANGUARD TARGET RET TRUST PLUS 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $534K | 8.4% | |
| VANGUARD TARGET RET TRUST PLUS 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $509K | 8.0% | |
| VANGUARD TARGET RET TRUST PLUS 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $451K | 7.1% | |
| VANGUARD TARGET RET TRUST PLUS 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $275K | 4.3% | |
| RUSSELL 1000 INDEX FUND J Mutual Fund | — | — | — | $201K | 3.2% | |
| VANGUARD FTSE SOCIAL INDEX-INST Mutual Fund | — | — | — | $73K | 1.1% | |
| RUSSELL 2000 INDEX FUND J Mutual Fund | — | — | — | $54K | 0.8% | |
| BOSTON TRUST WALDEN SMALL CAP CIT BOSTON TRUST WALDEN · EIN 83-6501761 / PN 001 | Common Collective Trust | — | — | $46K | 0.7% | |
| VANGUARD TARGET RET TRUST PLUS 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $45K | 0.7% | |
| BLACKROCK US DEBT INDEX M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $43K | 0.7% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2020 Mutual Fund ** 44 AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Fund | — | — | — | $37K | 0.6% | |
| VANGUARD TARGET RET TRUST PLUS 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $36K | 0.6% | |
| MFS(R) INTERNATIONAL EQUITY CIT -CL MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $35K | 0.5% | |
| to 8.5% and maturities through April 2029 | — | — | — | $23K | 0.4% | |
| VANGUARD SHRT-TERM INFL-PROT SEC IDX INSVTSPX Mutual Fund | — | — | — | $23K | 0.4% | |
| T ROWE PRICE BLUE CHIP GROWTH TRUST T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $21K | 0.3% | |
| BLACKROCK MSCI ACWI EX US INDEX FUND J Mutual Fund | — | — | — | $19K | 0.3% | |
| BLACKROCK TOTAL RETURN BOND FUND L Mutual Fund | — | — | — | $10K | 0.2% | |
| VANGUARD TARGET RET TRUST PLUS 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $10K | 0.2% | |
| T ROWE PRICE STABLE VALUE COMMON CL T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| VANGUARD TARGET RET TRUST PLUS INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $699 | <0.1% | |
| BLACKROCK TOTAL RETURN BOND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 33-6371938 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 2000 INDEX-M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4352603 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 1000(R) INDEX M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4425439 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TEMPLETON INTERNATIONAL SMALLER CO FIDUCIARY TRUST INTERNATIONAL OF THE SOUTH · EIN 59-6935512 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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