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401(k) Retirement Plan · Active

KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN

KAISER FOUNDATION HEALTH PLAN, INC.·EIN 941340523
ONE KAISER PLAZA · OAKLAND, CA 94612
Plan year
2024
Plan #
003
Industry
Filing ACK
202509011404…
Prospect flagsCorrective distributions

Summary metrics

Total assets (EOY)
$5667.6M
$111,333 per participant
Active participants
51,649
74.7% participation
Participation rate
74.7%
40th percentile
Annual return
12.54%
16th percentile
Admin expense
0.05%
% of assets
Flag timeline

Issue history by plan year

Tripped years: 3Watched years: 0
Section 02

How this plan compares

Peer groupIndustry62, Assets>$1B, Participants>=10,000, Snapshot2024
  • Participant contribution
    $2,1178th pctile
  • Employer contribution
    $6,05985th pctile
  • Participation rate
    74.7%40th pctile
  • Assets per participant
    $111,33369th pctile
  • Expense efficiency
    $5163rd pctile
  • Annual return
    12.54%16th 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
+$569.63M
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)
$1,840,440
THE VANGUARD GROUP, INC.
Service code 15
Recordkeeping
$137,420
QDRO CONSULTANTS CO LLC
Service code 16
Consulting
$9,500
CHARLES SCHWAB & CO., INC.
Service code 99
Other Fees
$0
Section 05

Plan features & details

Show features, contributions, expenses, fidelity bond & compliance
Pension benefit codes2C2F2G2K2R2T3H
Plan features
  • 2C
    Money purchase plan
    Money purchase pension plan other than a target benefit 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.
  • 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$226,730,312
Participant total$79,238,387
Employer / P$6,059
Participant / P$2,117
Expenses
Admin expenses$1,913,210
Per participant$51.12
% of assets0.03%
Fidelity bond
Coverage amount$85,000,000
% of assets1.50%Below ERISA §412 10% minimum
Section 06

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