Plan Ledger DOL Form 5500 · updated monthly

Gordon E. and Betty I. Moore Foundation401(k)

GORDON AND BETTY MOORE FOUNDATION 401(K) PLAN · PALO ALTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Gordon E. and Betty I. Moore Foundation reported $15,508 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $20,296 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.022%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 1,257th-largest of 9,483 plans among California employers on file, and the 269th of 3,341 in other services. In 2024, employees put in $1.07 for every $1.00 the employer contributed; active participation has grown from 88 to 100 since 2022.

Plan summary
Net assets, end of year$75,348,246
Participants with balances152
Active participants100
Employer contributions$2,029,624
Employee contributions$2,167,610
Employer contribution per active participant$20,296
Average account balance$495,712
Benefits paid to participants$4,715,079
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$75.3M · 152 accts · $2.0M emplr
2023$64.4M · 155 accts · $2.0M emplr
2022$50.8M · 145 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,508
Total administrative$15,508
The Gordon E. and Betty I. Moore Foundation 401(k) match · 2024
Employer contribution per active participant$20,296
Median for plans this size$3,635
2024$20,296 per active participant
2023$21,062 per active participant
2022$19,850 per active participant

Gordon E. and Betty I. Moore Foundation's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,708

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$15,508 · 0.02%
2023$10,396 · 0.02%
2022$12,833 · 0.02%
Same employer
Similar plansOther Services · California
24 Hour Fitness USA, LLC CA$86.5M · 0.31%
Jtb Americas, LTD. CA$83.5M · 0.11%
Golden Gate Regional Center CA$73.6M · 0.33%
Mission Linen Supply CA$72.8M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943397785 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.