AUMdb

Kaiser Permanente Washington Defined Contribution Plan

Sponsored by Kaiser Foundation Health Plan Of Washington · EIN 910511770 · Plan #008

Total assets
$568M
Net assets
$568M
Active participants
7,398
With balances
11,368

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) $99,727
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant communication $83,519