How big is Gordon E. and Betty I. Moore Foundation's plan?

Gordon E. and Betty I. Moore Foundation's plan reported $75.3M in assets and 100 participants for 2024.

Original filing (PDF)20250708105056NAL0004603665001

Gordon E. and Betty I. Moore Foundation

Name: Gordon E. and Betty I. Moore Foundation — Form 5500 Plan 001 (2024)
Creator: Gordon E. and Betty I. Moore Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Gordon and Betty Moore Foundation 401(k) Plan

401(k) retirement plan · Gordon E. and Betty I. Moore Foundation's Gordon and Betty Moore Foundation 401(k) Plan held $75.3M in plan assets for 100 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

100

Accounts w/ balance

152

Plan assets (EOY)

$75.3M

Net assets (EOY)

$75.3M

People on this filing

FAY WONG signed Gordon E. and Betty I. Moore Foundation's 2024 Form 5500 as plan administrator.

FAY WONG — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gordon E. and Betty I. Moore Foundation's EIN is 94-3397785.

EIN 94-3397785

Plan number 001

Plan year 2024

ACK ID 20250708105056NAL0004603665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gordon E. and Betty I. Moore Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gordon E. and Betty I. Moore Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GORDON E. AND BETTY I. MOORE FOUNDATION.

Finding similar companies…

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (86th percentile).
High average account balance (98th percentile).

Plan sponsor

Name

GORDON E. AND BETTY I. MOORE FOUNDATION

EIN

all filings

Address

1661 PAGE MILL RD · PALO ALTO, CA · 94304

Phone

(650) 213-3012

Industry

Other Services (ex. Public Admin)

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

2025-07-08

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)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$16K	—

Investments

31 direct securities· $75.3M(100% of reported assets)

Mutual Funds

$53.7M

25 holdings

Common Collective Trusts

$16.3M

3 holdings

Self-Directed Brokerage

$4.5M

1 holding

Other securities

$744K

1 holding

Bonds / Notes

$151K

1 holding

					% of plan
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$10.1M	13.5%
Fidelity Freedom Index 2035 Fund Mutual fund	Mutual Funds	—	—	$9.0M	12.0%
Fidelity Blue Chip Growth Fund Mutual fund	Mutual Funds	—	—	$7.1M	9.4%
Fidelity Freedom Index 2040 Fund Mutual fund	Mutual Funds	—	—	$5.5M	7.3%
Fidelity Total Market Index Mutual fund	Common Collective Trusts	—	—	$4.8M	6.4%
Self-directed brokerage accounts Brokerage link	Self-Directed Brokerage	—	—	$4.5M	6.0%
Fidelity Low-Priced Stock Fund Mutual fund	Mutual Funds	—	—	$3.9M	5.2%
Fidelity Extended Market Index Mutual fund	Mutual Funds	—	—	$3.9M	5.2%
Fidelity Contrafund Mutual fund	Mutual Funds	—	—	$3.7M	4.9%
Fidelity Freedom Index 2045 Fund Mutual fund	Mutual Funds	—	—	$3.3M	4.3%
Fidelity International Index Mutual fund	Mutual Funds	—	—	$2.7M	3.6%
Fidelity Freedom Index 2050 Fund Mutual fund	Mutual Funds	—	—	$2.5M	3.3%
Vanguard Federal Money Market Fund Money market fund	Mutual Funds	—	—	$2.3M	3.0%
Fidelity Freedom Index 2025 Fund Mutual fund	Mutual Funds	—	—	$2.0M	2.7%
Fidelity Freedom Index 2030 Fund Mutual fund	Mutual Funds	—	—	$1.8M	2.4%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$1.3M	1.7%
Fidelity Freedom Index 2055 Fund Mutual fund	Mutual Funds	—	—	$1.1M	1.5%
Fidelity US Bond Index Mutual fund	Mutual Funds	—	—	$1.1M	1.5%
Fidelity Freedom Index 2060 Fund Mutual fund	Mutual Funds	—	—	$920K	1.2%
Artisan Mid Cap Value Fund Institutional Class Mutual fund	Other securities	—	—	$744K	1.0%
Invesco Developing Markets Fund Class R6 Mutual fund	Mutual Funds	—	—	$596K	0.8%
Dodge & Cox Stock Fund Mutual fund	Mutual Funds	—	—	$403K	0.5%
Fidelity Freedom Index Income Mutual fund	Mutual Funds	—	—	$345K	0.5%
American Funds EuroPacific Growth Fund Class R6 Mutual fund	Mutual Funds	—	—	$275K	0.4%
Fidelity Freedom Index 2020 Fund Mutual fund	Mutual Funds	—	—	$246K	0.3%
Fidelity Freedom Index 2065 Fund Mutual fund	Mutual Funds	—	—	$233K	0.3%
PIMCO Real Return Fund Institutional Class Mutual fund	Mutual Funds	—	—	$202K	0.3%
Fidelity Freedom Index 2015 Fund Mutual fund	Mutual Funds	—	—	$190K	0.3%
PIMCO Total Return Fund Institutional Class Mutual fund	Mutual Funds	—	—	$170K	0.2%
Vanguard Intermediate-Term Treasury Fund Admiral Shares Mutual fund	Mutual Funds	—	—	$157K	0.2%
Participant loans 5.25% to 10.50%, various maturities	Bonds / Notes	—	—	$151K	0.2%