# Lucile Packard Foundation For Children'S Health 401(k) Plan
Source: https://planprovider.pro/companies/lucile-packard-foundation-for-children-s-health-401k-plan

> Lucile Packard Foundation For Children'S Health's 401(k) plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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