Plan Snapshot
- Plan Sponsor: Kaiser Foundation Health Plan, INC.
- Sponsor EIN: 941340523
- Sponsor Address: ONE KAISER PLAZA, OAKLAND, CA, 94612
- Plan Type: 401(k)
- Total Participants: 13,315
- Total Assets: $833.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 13,315 | $833.4M | $68.5M | $20.4M |
| 2023 | 12,349 | $680.8M | $56.7M | $18.9M |
| 2022 | 9,948 | $524.8M | $46.8M | $16.0M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | NONE | $269,485 | — | $269,485 |
| THE VANGUARD GROUP, INC. | NONE | $68,000 | — | $68,000 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
- THE VANGUARD GROUP, INC. — 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: $337,485
- Estimated Expense Ratio: 0.040% 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 | $318,935 | — | — | — | — |
| 2023 | $261,414 | — | — | — | — |
| 2022 | $241,734 | — | — | — | — |