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Original filing (PDF)20251012003137NAL0000029745001
KING ABDULLAH UNIVERSITY OF SCIENCE & TECHNOLOGY
Form 5500
FILING_RECEIVED
KING ABDULLAH UNIVERSITY OF SCIENCE & TECHNOLOGY RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
35% in single holdingNo recordkeeper disclosed
Active participants
192
Accounts w/ balance
—
Plan assets (EOY)
$44.9M
Net assets (EOY)
$44.9M
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
83
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund" is 35% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KING ABDULLAH UNIVERSITY OF SCIENCE & TECHNOLOGY.
Plan sponsor
Name
KING ABDULLAH UNIVERSITY OF SCIENCE & TECHNOLOGY
EIN
98-0611294
Address
—
Phone
(202) 326-4610
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP | 23-1945930 | — | NONE | $58K | — |
Investments
6 direct securities· $44.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | — | 110,906.671 | — | $15.6M | 34.9% | |
| Vanguard FTSE All-World Ex-US Index Fund | — | 137,501.079 | — | $15.5M | 34.6% | |
| Vanguard Total Bond Market Index Fund | — | 849,293.309 | — | $8.1M | 17.9% | |
| Vanguard Intermediate Term Inv Grade Admiral | — | 418,767.607 | — | $3.6M | 8.0% | |
| Vanguard Short Term Inv Grade Admiral | — | 173,983.505 | — | $1.8M | 4.0% | |
| Vanguard Prime Money Market Fund | — | 264,291.21 | — | $264K | 0.6% |
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