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Original filing (PDF)20251013135147NAL0003125074001
KIPP FOUNDATION
Form 5500
FILING_RECEIVED
KIPP FOUNDATION 401(K) PLAN
401(k) retirement plan
Active participants
217
Accounts w/ balance
370
Plan assets (EOY)
$37.0M
Net assets (EOY)
$37.0M
How this plan invests
This plan
21 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 (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIPP FOUNDATION.
Plan sponsor
Name
KIPP FOUNDATION
EIN
94-3362724
Address
135 MAIN STREET, SUITE 1875 · SAN FRANCISCO, CA · 94105
Phone
(415) 399-1556
Industry
Educational Servicessee all
Plan administrator
Name
401(K)PLAN ADVISORY COMMITTEE
EIN
94-3362724
City
SAN FRANCISCO, CA
Phone
(415) 399-1556
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOOD & STRONG, CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MANAGEMENT | $26K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARSON QUINN AND ASSOCIATES | — | EMERYVILLE, CA | TPA | $0 | — |
Investments
21 direct securities· $36.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY US BOND INDEX Mutual Fund | — | — | — | $6.5M | 17.7% | |
| FIDELITY 500 INDEX Mutual Fund | — | — | — | $4.4M | 11.8% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual Fund | — | — | — | $3.2M | 8.6% | |
| FIDELITY INTERNATIONAL INDEX Mutual Fund | — | — | — | $3.1M | 8.5% | |
| T. ROWE PRICE EQUITY INCOME I Mutual Fund | — | — | — | $2.7M | 7.4% | |
| T. ROWE PRICE SPECTRUM INTERNATL EQ INV Mutual Fund | — | — | — | $2.4M | 6.6% | |
| VANGUARD EMERGING MKTS STOCK IDX ADM Mutual Fund | — | — | — | $2.3M | 6.4% | |
| FIDELITY MID CAP INDEX Mutual Fund | — | — | — | $1.5M | 4.2% | |
| T. ROWE PRICE DIVIDEND GROWTH I Mutual Fund | — | — | — | $1.5M | 4.1% | |
| T. ROWE PRICE MID-CAP VALUE I Mutual Fund | — | — | — | $1.5M | 4.0% | |
| VICTORY SYCAMORE SMALL CO OPPORTUNITY I Mutual Fund | — | — | — | $1.4M | 3.8% | |
| T. ROWE PRICE MID-CAP GROWTH I Mutual Fund | — | — | — | $1.2M | 3.3% | |
| ARTISAN SMALL CAP INSTL Mutual Fund | — | — | — | $1.2M | 3.1% | |
| Key Guaranteed Portfolio Fund Fixed annuity contract | — | — | — | $1.1M | 3.1% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL Mutual Fund | — | — | — | $530K | 1.4% | |
| VANGUARD FTSE SOCIAL INDEX ADMIRAL Mutual Fund | — | — | — | $492K | 1.3% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | — | — | — | $487K | 1.3% | |
| TCW METWEST TOTAL RETURN BOND I Mutual Fund | — | — | — | $472K | 1.3% | |
| INVESCO INTERNATIONAL SMALL-MID COMPY A Mutual Fund | — | — | — | $426K | 1.2% | |
| Notes Receivable from Participants 4.25% - 9.50% | — | — | — | $176K | 0.5% | |
| T. ROWE PRICE INFLATION PROTECTED BOND I Mutual Fund | — | — | — | $149K | 0.4% |
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