# Kaiser Foundation Health Plan, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kaiser-foundation-health-plan-inc-401k-plan-039

> Kaiser Foundation Health Plan, INC.'s 401(k) plan: 80,148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** 80,148

- **Total Assets:** $13.8B

## 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|80,148|$13.8B|$71.9M|$808.2M|

| 2023|79,670|$12.3B|$30.0M|$252.4M|

| 2022|30,550|$2.9B|$26.4M|$226.7M|

## 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|$3,959,711|—|$3,959,711|

| THE VANGUARD GROUP, INC.|NONE|$1,309,001|—|$1,309,001|

| CHARLES SCHWAB & CO., INC.|NONE|$53,551|—|$53,551|

| QDRO CONSULTANTS CO LLC|NONE|$18,000|—|$18,000|

| 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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:** $5,340,263

- **Estimated Expense Ratio:** 0.039% 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|$4,973,112|—|—|—|—|

| 2023|$1,285,902|—|—|—|—|

| 2022|$1,089,857|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kaiser-foundation-health-plan-inc-401k-plan-039)

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