# The Eli And Edythe Broad Foundation 401(k) Plan
Source: https://planprovider.pro/companies/the-eli-and-edythe-broad-foundation-401k-plan

> The Eli And Edythe Broad Foundation's 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Eli And Edythe Broad Foundation

- **Sponsor EIN:** 954686318

- **Sponsor Address:** 300 SOUTH GRAND AVENUE, LOS ANGELES, CA, 90071

- **Plan Type:** 401(k)

- **Total Participants:** 130

- **Total Assets:** $9.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|130|$9.1M|$382,967|$672,231|

| 2023|118|$31.7M|$679,920|$611,850|

| 2022|89|$27.9M|$584,235|$556,663|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,495|—|—|—|—|

| 2023|$1,200|—|—|—|—|

| 2022|$3,893|—|—|—|—|

## Similar Plans

- [The Annenberg Foundation Trust At Sunnylands](https://planprovider.pro/companies/the-annenberg-foundation-trust-at-sunnylands-401k-plan) — 130 participants

- [California State University, Long Beach Research Foundation](https://planprovider.pro/companies/california-state-university-long-beach-research-foundation-403b-plan) — 130 participants

- [Multiplier](https://planprovider.pro/companies/multiplier-401k-plan) — 128 participants

- [Placer Community Action Council, INC.](https://planprovider.pro/companies/placer-community-action-council-inc-403b-plan) — 128 participants

- [Palo Alto Community Child Care](https://planprovider.pro/companies/palo-alto-community-child-care-401k-plan) — 133 participants

- [Council Of Community Clinics Dba Health Center Partners Of Southern Ca](https://planprovider.pro/companies/council-of-community-clinics-dba-health-center-partners-of-southern-ca-401k-plan) — 133 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-eli-and-edythe-broad-foundation-401k-plan)

© 2026 PlanProvider.Pro