# California Physicians Service, Dba Blue Shield Of Ca 401(k) Plan
Source: https://planprovider.pro/companies/california-physicians-service-dba-blue-shield-of-ca-401k-plan

> California Physicians Service, Dba Blue Shield Of Ca's 401(k) plan: 7,533 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ARMANINO LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/california-physicians-service-dba-blue-shield-of-ca-401k-plan)

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