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Original filing (PDF)20251010175027NAL0008070449001
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
Form 5500
FILING_RECEIVED
STANFORD CONTRIBUTORY RETIREMENT PLAN
403(b) retirement plan
Signals · 2
71% in single holdingNo recordkeeper disclosed
Active participants
24,225
Accounts w/ balance
41,492
Plan assets (EOY)
$12.6B
Net assets (EOY)
$12.6B
How this plan invests
This plan
9 pooled trusts
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: FIDELITY(R) VIP INDEX 500 PORTFOLIO (INITIAL CLASS) (extraction pending)]" is 71% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY.
Plan sponsor
Name
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
EIN
94-1156365
Address
505 BROADWAY, 5TH FLOOR · REDWOOD CITY, CA · 94063
Phone
(650) 736-2985
Industry
Educational Servicessee all
Plan administrator
Name
VICE PRESIDENT OF HUMAN RESOURCES
EIN
77-0481677
City
REDWOOD CITY, CA
Phone
(650) 723-2639
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INSTITUTIONAL OPERATIONS C | 04-2647786 | — | NONE | $839K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $720K | — |
Investments
3 direct securities · 9 pooled funds· $6.4M(0% 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.
Pooled Separate Account
$3.5M
9 holdings
Uncategorized
$2.9M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: FIDELITY(R) VIP INDEX 500 PORTFOLIO (INITIAL CLASS) (extraction pending)] | — | — | — | $2.5M | <0.1% | |
| MEDLEY CAPITAL GROWTH ACCOUNT THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 005 | Pooled Separate Account | — | — | $2.5M | <0.1% | |
| [DFE: FIDELITY(R) VIP INDEX 500 PORTFOLIO (INITIAL CLASS) (extraction pending)] | — | — | — | $359K | <0.1% | |
| PRUDENTIAL LONG TERM GROWTH THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 135 | Pooled Separate Account | — | — | $359K | <0.1% | |
| MEDLEY STOCK INDEX ACCOUNT THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 070 | Pooled Separate Account | — | — | $285K | <0.1% | |
| MEDLEY JENNISON BLEND PORTFOLIO THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 069 | Pooled Separate Account | — | — | $270K | <0.1% | |
| MEDLEY FLEXIBLE MANAGED ACCOUNT THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 086 | Pooled Separate Account | — | — | $40K | <0.1% | |
| MEDLEY MONEY MARKET ACCOUNT THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 025 | Pooled Separate Account | — | — | $36K | <0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $27K | <0.1% | |
| [DFE: CONSERVATIVE BALANCE ACCOUNT VCA-24 (extraction pending)] | — | — | — | $18K | <0.1% | |
| MEDLEY 50/50 BALANCED PORTFOLIO THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 087 | Pooled Separate Account | — | — | $18K | <0.1% | |
| MEDLEY TOT RET BOND PORTFOLIO THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 083 | Pooled Separate Account | — | — | $2K | <0.1% |