Plan Ledger DOL Form 5500 · updated monthly

The Henry J. Kaiser Family Foundation401(k)

THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

The Henry J. Kaiser Family Foundation reported $6,304 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $25,226 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.012% to 0.006%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 896th-largest of 9,483 plans among California employers on file, and the 167th of 3,341 in other services. In 2024, the employer put in $3.13 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$115,601,230
Participants with balances367
Active participants211
Employer contributions$5,322,663
Employee contributions$1,700,675
Employer contribution per active participant$25,226
Average account balance$314,990
Benefits paid to participants$3,621,031
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$115.6M · 367 accts · $5.3M emplr
2023$95.9M · 354 accts · $5.1M emplr
2022$78.7M · 345 accts · $4.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$566
Investment management$5,738
Total administrative$6,304
The The Henry J. Kaiser Family Foundation 401(k) match · 2024
Employer contribution per active participant$25,226
Median for plans this size$3,635
2024$25,226 per active participant
2023$24,912 per active participant
2022$23,042 per active participant

The Henry J. Kaiser Family Foundation's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,738
FIDELITY INVESTMENTS INST OPS · Loan processing$566

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$6,304 · 0.01%
2023$3,966 · 0.00%
2022$10,224 · 0.01%
Same employer
Similar plansOther Services · California
Pacific Clinics CA$126.5M · 0.17%
Prudential Overall Supply CA$125.2M · 0.21%
Stamps.com Inc CA$117.3M · 0.03%
Fulgent Therapeutics LLC CA$108.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 946064808 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.