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KERN REGIONAL CENTER — KERN REGIONAL CENTER 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260313111314NAL0008111683001
KERN REGIONAL CENTER
Form 5500-SF
FILING_RECEIVED
KERN REGIONAL CENTER 403(B) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
405
Accounts w/ balance
50
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
Plan health score (directional)
72
/ 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
60
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
004
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
Only 12% 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$5.0M · 39 participants
RISE WISCONSIN, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF RISE WISCONSIN, INC.
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