Plan Snapshot
- Plan Sponsor: Lucile Packard Foundation For Children'S Health
- Sponsor EIN: 770440090
- Sponsor Address: 400 HAMILTON AVE, SUITE 340, PALO ALTO, CA, 94301
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $42.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 144 | $42.4M | $1.8M | $2.0M |
| 2023 | 133 | $35.0M | $1.6M | $1.8M |
| 2022 | 110 | $27.8M | $1.3M | $1.5M |
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 |
|---|---|---|---|---|
| CLARK NUBER, P.S. | Auditor | — | — | $0 |
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 | $2,571 | $2,046 | — | — | — |
| 2023 | $762 | $773 | — | — | — |
| 2022 | -$2,053 | $161 | — | — | — |