# Kaleida Health 401(k) Plan
Source: https://planprovider.pro/companies/kaleida-health-401k-plan

> Kaleida Health's 401(k) plan: 9,504 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kaleida Health

- **Sponsor EIN:** 161533232

- **Sponsor Address:** 100 HIGH STREET, BUFFALO, NY, 14203

- **Plan Type:** 401(k)

- **Total Participants:** 9,504

- **Total Assets:** $140.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|9,504|$140.7M|$10.9M|$25,527|

| 2023|9,305|$124.9M|$9.8M|$31,714|

| 2022|4,615|$107.9M|$8.6M|$29,162|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$220,980|—|$220,980|

| STRATEGIC ADVISORS, INC.|ADVISOR|$10,311|—|$10,311|

| FREED MAXICK P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $231,291

- **Estimated Expense Ratio:** 0.164% 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|$233,633|$10,311|$2,342|—|—|

| 2023|$213,083|$6,806|$1,500|—|—|

| 2022|$176,797|$2,545|—|—|—|

## Similar Plans

- [Albany Med Health System](https://planprovider.pro/companies/albany-med-health-system-403b-plan-002) — 9,290 participants

- [Kaleida Health](https://planprovider.pro/companies/kaleida-health-403b-plan-020) — 10,136 participants

- [Maimonides Medical Center](https://planprovider.pro/companies/maimonides-medical-center-403b-plan) — 8,074 participants

- [Albany Med Health System](https://planprovider.pro/companies/albany-med-health-system-plan-003) — 7,970 participants

- [Rochester General Health System](https://planprovider.pro/companies/rochester-general-health-system-plan) — 7,601 participants

- [United Health Services, INC.](https://planprovider.pro/companies/united-health-services-inc-plan) — 7,279 participants

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

© 2026 PlanProvider.Pro