# Children'S Hospital & Research Center At Oakland DB Plan
Source: https://planprovider.pro/companies/children-s-hospital-research-center-at-oakland-plan-001

> Children'S Hospital & Research Center At Oakland's DB plan: 1,983 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — NONE

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — NONE

- [ERNST & YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — NONE

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/children-s-hospital-research-center-at-oakland-plan-001)

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