Oregon Federation Of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust
Sponsored by Kaiser Foundation Health Plan Of The Northwest · EIN 930798039 · Plan #027
- Total assets
- $42.2M
- Net assets
- $42.2M
- Active participants
- 705
- With balances
- 952
Plan year beginning 01/01/2024 · Profit-sharing, 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) | $11,697 |
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Investment management fees (indirect) | $4,773 |