Kaiser Permanente Tax Sheltered Annuity Plan
Sponsored by Kaiser Foundation Health Plan, Inc. · EIN 941340523 · Plan #039
- Total assets
- $13.8B
- Net assets
- $13.8B
- Active participants
- 80,148
- With balances
- 104,754
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisers Inc. | Investment advisory (participants) | $3,959,711 |
| The Vanguard Group, Inc. | Recordkeeping, Custodial (securities), Participant loan processing | $1,309,001 |
| Charles Schwab & Co., Inc. | Other fees | $39,076 |
| Qdro Consultants Co Llc | Consulting (general) | $18,000 |
| Charles Schwab & Co., Inc. | Other fees | $14,475 |