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Original filing (PDF)20250709125721NAL0005706369001
DAVITA INC.
Form 5500
FILING_RECEIVED
DAVITA RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
56,918
Accounts w/ balance
75,153
Plan assets (EOY)
$3.8B
Net assets (EOY)
$3.8B
How this plan invests
This plan
19 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — 299% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVITA INC..
Plan sponsor
Name
DAVITA INC.
EIN
51-0354549
Address
2000 16TH STREET · DENVER, CO · 80202
Phone
(303) 876-7403
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MOSS ADAMS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORD KEEPER | $3.9M | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | CONSULTANT | $3.6M | — |
| AON | 36-3109431 | — | CONSULTANT | $99K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS | 61-2261527 | — | AUDITOR | $44K | — |
Investments
7 direct securities · 19 pooled funds· $3.8B(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$3.5B
19 holdings
Uncategorized
$300.4M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 INDEX TR VANGUARD FUNDS · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $457.0M | 12.0% | |
| JPMCB SMARTRET. PASSIVE BLEND 2035 JPMORGAN CHASE BANK · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $349.6M | 9.2% | |
| JPMCB SMARTRET. PASSIVE BLEND 2040 JPMORGAN CHASE BANK · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $318.3M | 8.3% | |
| JPMCB SMARTRET. PASSIVE BLEND 2045 JPMORGAN CHASE BANK · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $280.6M | 7.4% | |
| JPMCB SMARTRET. PASSIVE BLEND 2050 JPMORGAN CHASE BANK · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $271.0M | 7.1% | |
| JPMCB SMARTRET. PASSIVE BLEND 2030 JPMORGAN CHASE BANK · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $253.2M | 6.6% | |
| VANGUARD INSTITUTIONAL TOTAL INTERN VANGUARD FUNDS · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $235.6M | 6.2% | |
| VANGUARD INSTITUTIONAL TOTAL BOND M VANGUARD FUNDS · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $232.0M | 6.1% | |
| JPMCB SMARTRET. PASSIVE BLEND 2055 JPMORGAN CHASE BANK · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $214.8M | 5.6% | |
| VANGUARD INSTITUTIONAL EXT MARKET VANGUARD FUNDS · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $180.0M | 4.7% | |
| JPMCB SMARTRET. PASSIVE BLEND 2025 JPMORGAN CHASE BANK · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $170.6M | 4.5% | |
| T. ROWE PRICE LARGE-CAP GROWTH TRUS T. ROWE PRICE · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $130.4M | 3.4% | |
| Participant loans Loan Rates 6.00% - 9.50% | — | — | — | $119.9M | 3.1% | |
| T. ROWE PRICE STABLE VALUE COMMON T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $117.6M | 3.1% | |
| JPMCB SMARTRET. PASSIVE BLEND 2020 JPMORGAN CHASE BANK · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $85.8M | 2.2% | |
| JPMCB SMARTRET. PASSIVE BLEND 2060 JPMORGAN CHASE BANK · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $84.0M | 2.2% | |
| DaVita Inc. DaVita Stock Fund | — | — | — | $54.8M | 1.4% | |
| Baird Core Plus Bond Fund | — | — | — | $44.1M | 1.2% | |
| Dodge and Cox Dodge & Cox Stock Fund | — | — | — | $37.3M | 1.0% | |
| JPMCB SMARTRET. PASSIVE BLEND INC JPMORGAN CHASE BANK · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $33.0M | 0.9% | |
| Prudential Funds PGIM Jennison SmallMid Company | — | — | — | $23.4M | 0.6% | |
| JENNISON SMALL MID CAP PRUDENTIAL FUNDS · EIN 22-3703799 / PN 001 | Common Collective Trust | — | — | $23.4M | 0.6% | |
| JPMCB SMARTRET. PASSIVE BLEND 2065 JPMORGAN CHASE BANK · EIN 92-0285683 / PN 001 | Common Collective Trust | — | — | $19.0M | 0.5% | |
| American Funds American Funds EuroPacific Growth Fund | — | — | — | $15.1M | 0.4% | |
| Vanguard Federal Money Market Fund | — | — | — | $5.7M | 0.1% | |
| METWEST TOTAL RETURN BOND FUND SEI DWIGHT FUNDS · EIN 47-2418714 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |