Plan Snapshot
- Plan Sponsor: Davita INC.
- Sponsor EIN: 510354549
- Sponsor Address: 2000 16TH STREET, DENVER, CO, 80202
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 76,313
- Total Assets: $4.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 76,313 | $4.5B | $0 | $0 |
| 2024 | 56,918 | $3.8B | $79.9M | $316.6M |
| 2023 | 57,900 | $3.3B | $73.8M | $300.3M |
| 2022 | 57,711 | $2.8B | $71.2M | $290.5M |
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 |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | Recordkeeper | $3,960,663 | — | $3,960,663 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $3,724,146 | — | $3,724,146 |
| AON | Other Service Provider | $172,423 | — | $172,423 |
| MOSS ADAMS | Auditor | $45,150 | — | $45,150 |
| BAKER TILLY | Auditor | $12,600 | — | $12,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,914,982
- Estimated Expense Ratio: 0.178% 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 |
|---|---|---|---|---|---|
| 2025 | $398,254,266 | $3,896,568 | $990,272 | $57,750 | — |
| 2024 | $7,695,127 | $3,707,176 | $77,523 | $56,700 | — |
| 2023 | $6,827,901 | $3,232,946 | $27,964 | $55,125 | — |
| 2022 | $6,807,371 | — | — | — | — |