# The Henry J. Kaiser Family Foundation 401(k) Plan
Source: https://planprovider.pro/companies/the-henry-j-kaiser-family-foundation-401k-plan

> The Henry J. Kaiser Family Foundation's 401(k) plan: 211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|—|—|—|

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