Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE ELI AND EDYTHE BROAD FOUNDATION
EIN 95-4686318philanthropyLatest filing 2025
Plans
2
Retirement
2
$20.5M assets
Welfare
0
Participants
237
300 SOUTH GRAND AVE., SUITE 1800 - LOS ANGELES, CA 90071310-954-5026broadfoundation.orgLinkedIn11-50 employeesphilanthropy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.5M assets / 237 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
56%top
- (Not disclosed)56%
- THE VANGUARD GROUP, INC.44%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE BROAD FOUNDATION 401(K) PLAN
401k
Assets$11.4M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
THE BROAD FOUNDATIONS RETIREMENT SAVINGS PLAN
401k
Assets$9.1M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE BROAD FOUNDATION 401(K) PLAN | 401k | $11.4M | 52 | 2025 | |
| 001 | THE BROAD FOUNDATIONS RETIREMENT SAVINGS PLAN | 401k | $9.1M | 185 | 2024 |
Retirement plans