# Children'S Hospital & Research Center At Oakland DB Plan
Source: https://planprovider.pro/companies/children-s-hospital-research-center-at-oakland-plan-007

> Children'S Hospital & Research Center At Oakland's DB plan: 117 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:** 117

- **Total Assets:** $118.2M

## 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|117|$118.2M|$0|$0|

| 2023|175|$121.9M|$0|$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|

| MOSS ADAMS LLP|Auditor|$22,000|—|$22,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,000

- **Estimated Expense Ratio:** 0.019% 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|$767,999|$7,985|—|$22,000|—|

| 2023|$647,971|$18,154|—|—|$394,519|

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