Kaiser Permanente Supplemental Savings And Retirement Plan For Union Groups
Sponsored by Kaiser Foundation Health Plan, Inc. · EIN 941340523 · Plan #005
- Total assets
- $833M
- Net assets
- $833M
- Active participants
- 13,315
- With balances
- 15,455
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
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) | $269,485 |
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Participant loan processing | $68,000 |