Assets by plan
Share of aggregate retirement assets
Filings through .
4 plans aggregated / $76.5M assets / 1,328 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
Profit-sharing
Money purchase
403(b)
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PLAN | Traditional DB | $54.0M | 259 | 2025 |
| #001 | KERN REGIONAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | Profit-sharing | $12.1M | 573 | 2025 |
| #002 | KERN REGIONAL CENTER MONEY PURCHASE PENSION PLAN | Money purchase | $5.4M | 84 | 2025 |
| #004 | KERN REGIONAL CENTER 403(B) PLAN | 403(b) | $5.0M | 412 | 2025 |