Plan Snapshot
- Plan Sponsor: Children'S Hospital & Research Center At Oakland
- Sponsor EIN: 940382330
- Sponsor Address: 747 52ND STREET, OAKLAND, CA, 94609
- Plan Type: DB
- Total Participants: 1,983
- Total Assets: $606.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,983 | $606.8M | $36.4M | $0 |
| 2023 | 1,652 | $527.8M | $30.0M | $0 |
| 2022 | 1,678 | $457.1M | $14.0M | $0 |
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 |
|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | NONE | $675,525 | — | $675,525 |
| TRANSAMERICA RETIREMENT SOLUTIONS | NONE | $257,954 | — | $257,954 |
| STATE STREET BANK & TRUST COMPANY | NONE | $186,231 | — | $186,231 |
| ERNST & YOUNG | NONE | $56,100 | — | $56,100 |
| STATE STREET GLOBAL ADVISORS | NONE | $52,949 | — | $52,949 |
| MOSS ADAMS LLP | NONE | $36,000 | — | $36,000 |
| BAKER TILLY US, LLP | Auditor | $36,000 | — | $36,000 |
| HANSON BRIDGETT LLP | NONE | $31,530 | — | $31,530 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES, INC. — NONE
- TRANSAMERICA RETIREMENT SOLUTIONS — NONE
- ERNST & YOUNG — NONE
- MOSS ADAMS LLP — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,332,289
- Estimated Expense Ratio: 0.220% 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 | $3,150,020 | $52,949 | — | $36,000 | — |
| 2023 | $3,704,858 | $106,796 | $566,418 | — | — |
| 2022 | $3,420,696 | — | — | — | $678,068 |