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Original filing (PDF)20250729181035NAL0004418624001
SALK INSTITUTE FOR BIOLOGICAL STUDIES
Form 5500
FILING_RECEIVED
THE SALK INSTITUTE RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
806
Accounts w/ balance
1,917
Plan assets (EOY)
$311.1M
Net assets (EOY)
$311.1M
How this plan invests
This plan
1 pooled trust
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SALK INSTITUTE FOR BIOLOGICAL STUDIES.
Plan sponsor
Name
SALK INSTITUTE FOR BIOLOGICAL STUDIES
EIN
95-2160097
Address
10010 NORTH TORREY PINES ROAD · LA JOLLA, CA · 920371002
Phone
(858) 453-4100
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
2025-07-29
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | N/A | $110K | — |
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | — | N/A | $58K | — |
| MULTNOMAH GROUP, INC | 20-0361079 | — | N/A | $44K | — |
| MOSS ADAMS LLP | 91-0189318 | — | N/A | $23K | — |
Investments
43 direct securities · 1 pooled fund· $311.1M(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
$308.9M
43 holdings
Pooled Separate Account
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Fixed Annuity Contracts - nonbenefit responsive | — | — | — | $43.2M | 13.9% | |
| JPMorgan Large Cap Growth R6 Registered Investment Company | — | — | — | $37.0M | 11.9% | |
| CREF Stock Account Registered Investment Company | — | — | — | $34.5M | 11.1% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $23.2M | 7.5% | |
| Vanguard Target Retirement 2030 Registered Investment Company | — | — | — | $15.4M | 5.0% | |
| Vanguard Target Retirement 2040 Registered Investment Company | — | — | — | $14.8M | 4.7% | |
| Vanguard Target Retirement 2045 Registered Investment Company | — | — | — | $12.6M | 4.1% | |
| CREF Equity Index Registered Investment Company | — | — | — | $11.9M | 3.8% | |
| Vanguard Target Retirement 2035 Registered Investment Company | — | — | — | $11.8M | 3.8% | |
| CREF Growth Registered Investment Company | — | — | — | $10.2M | 3.3% | |
| TIAA Traditional Annuity Fixed Annuity Contracts - benefit responsive | — | — | — | $9.6M | 3.1% | |
| Vanguard Target Retirement 2025 Registered Investment Company | — | — | — | $9.2M | 3.0% | |
| Vanguard Target Retirement Income Fund Registered Investment Company | — | — | — | $7.8M | 2.5% | |
| Fidelity Brokeragelink Participant-Directed Brokerage Accounts | — | — | — | $7.7M | 2.5% | |
| Vanguard Target Retirement 2050 Registered Investment Company | — | — | — | $6.9M | 2.2% | |
| Dodge & Cox Income X Registered Investment Company | — | — | — | $5.3M | 1.7% | |
| MFS Value Fund Class R6 Registered Investment Company | — | — | — | $4.8M | 1.6% | |
| American EuroPac Growth R6 Registered Investment Company | — | — | — | $4.6M | 1.5% | |
| Fidelity Extended Market Index Fund Registered Investment Company | — | — | — | $4.3M | 1.4% | |
| Fidelity U.S. Bond Index Registered Investment Company | — | — | — | $4.0M | 1.3% | |
| Vanguard Target Retirement 2055 Registered Investment Company | — | — | — | $3.8M | 1.2% | |
| Principal Financial Fixed Account Guaranteed Investment Contract | — | — | — | $3.5M | 1.1% | |
| CREF Social Choice Registered Investment Company | — | — | — | $3.4M | 1.1% | |
| Fidelity Total International Index Fund Registered Investment Company | — | — | — | $3.1M | 1.0% | |
| CREF Global Equities Registered Investment Company | — | — | — | $2.3M | 0.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.2M | 0.7% | |
| Vanguard Federal Money Market Investor Registered Investment Company | — | — | — | $1.9M | 0.6% | |
| Vanguard Target Retirement 2060 Registered Investment Company | — | — | — | $1.9M | 0.6% | |
| CREF Money Market Registered Investment Company | — | — | — | $1.5M | 0.5% | |
| Vanguard Target Retirement 2020 Registered Investment Company | — | — | — | $1.5M | 0.5% | |
| CREF Core Bond R2 Registered Investment Company | — | — | — | $1.2M | 0.4% | |
| DFA Emerging Markets Portfolio Institutional Class Registered Investment Company | — | — | — | $1.1M | 0.4% | |
| Vanguard Real Estate Index Fund Admiral Registered Investment Company | — | — | — | $1.0M | 0.3% | |
| CREF Inflation-Linked Bond Registered Investment Company | — | — | — | $748K | 0.2% | |
| Fidelity U.S. Sustainability Index Fund Registered Investment Company | — | — | — | $672K | 0.2% | |
| Vanguard Target Retirement 2065 Registered Investment Company | — | — | — | $645K | 0.2% | |
| Hotchkis & Wiley Small Cap Diversified Value Fund Z Registered Investment Company | — | — | — | $587K | 0.2% | |
| DFA International Small Company I Registered Investment Company | — | — | — | $423K | 0.1% | |
| Fidelity International Sustainability Index Fund Registered Investment Company ** 691 * Participant loans Interest rates range from 4.25% to 9.50%, - | — | — | — | $421K | 0.1% | |
| Conestoga Small Cap Institutional Fund Registered Investment Company | — | — | — | $223K | <0.1% | |
| New York Life Guaranteed Interest Account Guaranteed Investment Contract | — | — | — | $92K | <0.1% | |
| DFA World ex U.S. Value Port Institution Class Registered Investment Company | — | — | — | $69K | <0.1% | |
| Vanguard Target Retirement 2070 Registered Investment Company | — | — | — | $31K | <0.1% | |
| Fidelity Sustainability Bond Index Fund Registered Investment Company | — | — | — | $23K | <0.1% |