Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KERN REGIONAL CENTER
EIN 23-7115846non-profit organization managementLatest filing 2025
Plans
4
Retirement
4
$76.5M assets
Welfare
0
Participants
1,328
3200 N SILLECT AVE - BAKERSFIELD, CA 93308661-327-8531kernrc.orgLinkedIn201-500 employeesnon-profit organization management
Retirement portfolio analytics
4 plans aggregated / $76.5M assets / 1,328 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PLAN
TraditionalDB
Assets$54.0M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KERN REGIONAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN
ProfitSharing
Assets$12.1M
Participants573
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KERN REGIONAL CENTER MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$5.4M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
KERN REGIONAL CENTER 403(B) PLAN
403b
Assets$5.0M
Participants412
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PLAN | TraditionalDB | $54.0M | 259 | 2025 | |
| 001 | KERN REGIONAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | ProfitSharing | $12.1M | 573 | 2025 | |
| 002 | KERN REGIONAL CENTER MONEY PURCHASE PENSION PLAN | MoneyPurchase | $5.4M | 84 | 2025 | |
| 004 | KERN REGIONAL CENTER 403(B) PLAN | 403b | $5.0M | 412 | 2025 |
Retirement plans