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KERN REGIONAL CENTER — KERN REGIONAL CENTER MONEY PURCHASE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260313111741NAL0007615953001
KERN REGIONAL CENTER
Form 5500-SF
FILING_RECEIVED
KERN REGIONAL CENTER MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
64
Accounts w/ balance
26
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KERN REGIONAL CENTER
.
Find decision makers
Plan sponsor
Name
KERN REGIONAL CENTER
EIN
23-7115846
Address
3200 N SILLECT AVE · BAKERSFIELD, CA · 93308
Phone
(661) 327-8531
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-13
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 41% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
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