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401(k) Retirement Plan · Active

KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN

KAISER FOUNDATION HEALTH PLAN, INC.·EIN 941340523
ONE KAISER PLAZA · OAKLAND, CA 94612
Plan year
2024
Plan #
039
Industry
Filing ACK
202509011350…
Prospect flagsCorrective distributions

Summary metrics

Total assets (EOY)
$13849.7M
$132,211 per participant
Active participants
105,882
77.8% participation
Participation rate
77.8%
56th percentile
Annual return
13.66%
32nd percentile
Admin expense
0.05%
% of assets
Flag timeline

Issue history by plan year

Tripped years: 4Watched years: 0
Section 02

How this plan compares

Peer groupIndustry62, Assets>$1B, Participants>=10,000, Snapshot2024
  • Participant contribution
    $10,08482nd pctile
  • Employer contribution
    $89710th pctile
  • Participation rate
    77.8%56th pctile
  • Assets per participant
    $132,21179th pctile
  • Expense efficiency
    $6253rd pctile
  • Annual return
    13.66%32nd pctile
Overall peer rank

Averaged across 6 normalized metrics within the selected peer group.

Fee trend
Return trend
Section 03

10-year trajectory2021 - 2024

How plan year 2024 played out
Asset flow
+$1.57B
Start of year to end of year
Section 04

Asset composition

End-of-year allocation
Cash drag vs peers
Section 04

Service providers

Top 4 by compensation
ProviderService typeCompensation
VANGUARD ADVISERS INC.
Service code 26
Advisory (Participants)
$3,959,711
THE VANGUARD GROUP, INC.
Service code 15
Recordkeeping
$1,309,001
CHARLES SCHWAB & CO., INC.
Service code 99
Other Fees
$53,551
QDRO CONSULTANTS CO LLC
Service code 16
Consulting
$18,000
Section 05

Plan features & details

Show features, contributions, expenses, fidelity bond & compliance
Pension benefit codes2E2F2G2J2K2R2T3H
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Contributions
Employer total$71,900,067
Participant total$808,193,831
Employer / P$897
Participant / P$10,084
Expenses
Admin expenses$4,973,112
Per participant$62.05
% of assets0.04%
Fidelity bond
Coverage amount$85,000,000
% of assets0.61%Below ERISA §412 10% minimum
Section 06

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Plan #017$61,377,047
KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN