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Original filing (PDF)20250919150333NAL0003228515001
THE ELI AND EDYTHE BROAD FOUNDATION
Form 5500
FILING_RECEIVED
THE BROAD FOUNDATIONS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
130
Accounts w/ balance
128
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
22 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.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ELI AND EDYTHE BROAD FOUNDATION.
Plan sponsor
Name
THE ELI AND EDYTHE BROAD FOUNDATION
EIN
95-4686318
Address
300 SOUTH GRAND AVENUE · SUITE 1800 · LOS ANGELES, CA · 90071
Phone
(310) 954-5025
Industry
Other Services (ex. Public Admin)see 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
2025-09-19
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)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1K | — |
Investments
22 direct securities· $8.7M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Explorer Fund Mutual Fund | — | — | — | $1.1M | 12.6% | |
| Vanguard Windsor Fund Mutual Fund | — | — | — | $1.1M | 11.8% | |
| Vanguard Target Retirement 2050 Fund Asset Allocation Mutual Fund | — | — | — | $898K | 9.9% | |
| Vanguard Target Retirement 2045 Fund Asset Allocation Mutual Fund | — | — | — | $845K | 9.3% | |
| Vanguard Target Retirement 2025 Fund Asset Allocation Mutual Fund | — | — | — | $826K | 9.1% | |
| Vanguard Target Retirement 2035 Fund Asset Allocation Mutual Fund | — | — | — | $822K | 9.1% | |
| Vanguard Target Retirement 2040 Fund Asset Allocation Mutual Fund | — | — | — | $642K | 7.1% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $528K | 5.8% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $500K | 5.5% | |
| Vanguard Target Retirement 2065 Fund Asset Allocation Mutual Fund | — | — | — | $370K | 4.1% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $237K | 2.6% | |
| Vanguard Target Retirement 2055 Fund Asset Allocation Mutual Fund | — | — | — | $181K | 2.0% | |
| Vanguard Target Retirement 2060 Fund Asset Allocation Mutual Fund | — | — | — | $163K | 1.8% | |
| Vanguard Target Retirement 2030 Fund Asset Allocation Mutual Fund | — | — | — | $161K | 1.8% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $109K | 1.2% | |
| Vanguard Cash Reserve Federal Money Market Fund Money Market Mutual Fund | — | — | — | $68K | 0.8% | |
| Investments * Vanguard Target Retirement Income Fund Asset Allocation Mutual Fund | — | — | — | $54K | 0.6% | |
| Vanguard Target Retirement 2020 Fund Asset Allocation Mutual Fund | — | — | — | $36K | 0.4% | |
| Vanguard Extended Market Index Fund Mutual Fund | — | — | — | $19K | 0.2% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $19K | 0.2% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Asset Allocation Mutual Fund | — | — | — | $3K | <0.1% |
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