Plan Snapshot
- Plan Sponsor: California Physicians Service, Dba Blue Shield Of Ca
- Sponsor EIN: 940360524
- Sponsor Address: 601 12TH STREET, OAKLAND, CA, 94607
- Plan Type: 401(k)
- Total Participants: 7,533
- Total Assets: $1.7B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 7,533 | $1.7B | $47.7M | $79.8M |
| 2023 | 7,242 | $1.4B | $53.5M | $76.0M |
| 2022 | 7,821 | $1.2B | $53.5M | $75.5M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $456,703 | — | $456,703 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $236,808 | — | $236,808 |
| MERCER INVESTMENTS, LLC | INVESTMENT ADVISOR | $21,250 | — | $21,250 |
| ARMANINO LLP | ACCOUNTANT/AUDITOR | $20,016 | — | $20,016 |
| BCBSA NEBA | PLAN ADMINISTRATOR | $16,535 | — | $16,535 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ARMANINO LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $751,312
- Estimated Expense Ratio: 0.045% of plan assets
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 | $750,658 | $477,953 | — | $20,016 | — |
| 2023 | $686,621 | $406,133 | — | — | — |
| 2022 | $792,066 | $349,230 | — | — | — |