Plan Snapshot
- Plan Sponsor: The Henry J. Kaiser Family Foundation
- Sponsor EIN: 946064808
- Sponsor Address: 185 BERRY STREET, SUITE 2000, SAN FRANCISCO, CA, 941071704
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $115.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 211 | $115.6M | $5.3M | $1.7M |
| 2023 | 206 | $95.9M | $5.1M | $1.7M |
| 2022 | 197 | $78.7M | $4.5M | $1.4M |
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 | $6,304 | $5,738 | — | — | — |
| 2023 | $3,966 | $3,966 | — | — | — |
| 2022 | $10,224 | $10,224 | — | — | — |