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: 413
- Total Assets: $61.4M
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 | 413 | $61.4M | $2.7M | $729,481 |
| 2023 | 393 | $52.4M | $2.5M | $642,036 |
| 2022 | 387 | $43.8M | $2.1M | $591,980 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $0
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 | $18,196 | — | — | — | — |
| 2023 | $13,135 | — | — | — | — |
| 2022 | $12,606 | — | — | — | — |