401(k) Retirement Plan · Active
KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN
KAISER FOUNDATION HEALTH PLAN, INC.·EIN 941340523
ONE KAISER PLAZA · OAKLAND, CA 94612
Plan year
2024
Plan #
017
Industry
Filing ACK
202509011352…
Prospect flagsNo flags tripped
Summary metrics
Total assets (EOY)
$61.4M
$119,411 per participant
Active participants
521
80.2% participation
Participation rate
80.2%
75th percentile
Annual return
14.00%
52nd percentile
Admin expense
0.04%
% of assets
Flag timeline
Issue history by plan year
Tripped years: 0Watched years: 0
2021
Clean
2022
Clean
2023
Clean
2024
Clean
CleanWatchedTripped (shade = count)
Section 02
How this plan compares
Peer groupIndustry62, Assets$50M-$100M, Participants250-999, Snapshot2024
- Participant contribution$1,7663rd pctile
- Employer contribution$6,57571st pctile
- Participation rate80.2%75th pctile
- Assets per participant$119,41159th pctile
- Expense efficiency$4486th pctile
- Annual return14.00%52nd pctile
Overall peer rank
- Bottom quartile
- Mid
- Top quartile
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
+$8.99M
Start of year to end of year
Section 04
Asset composition
End-of-year allocation
Cash drag vs peers
Plan cash
0.0%
Peer average
0.8%
In line with peersPeer marker at 0.8%
Section 04
Service providers
Top 3 by compensation
| Provider | Service type | Compensation |
|---|---|---|
VANGUARD ADVISERS INC. Service code 26 | Advisory (Participants) | $13,573 |
THE VANGUARD GROUP, INC. Service code 15 | Recordkeeping | $4,822 |
CHARLES SCHWAB & CO., INC. Service code 99 | Other Fees | $0 |
Section 05Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliancePension benefit codes2C2F2G2K2R2T3H
Section 05
Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliance
Pension benefit codes2C2F2G2K2R2T3H
Plan features
- 2CMoney purchase planMoney purchase pension plan other than a target benefit plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants 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.
- 2KCode section 401(m) arrangementEmployee 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.
- 2RParticipant-directed brokerage accountsParticipant-directed brokerage accounts provided as an investment option under the plan.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Contributions
Employer total$2,715,393
Participant total$729,481
Employer / P$6,575
Participant / P$1,766
Expenses
Admin expenses$18,196
Per participant$44.06
% of assets0.03%
Fidelity bond
Coverage amount$85,000,000
% of assets138.49%
Section 06
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