Plan Snapshot
- Plan Sponsor: Southern California Permanente Medical Group
- Sponsor EIN: 951750445
- Sponsor Address: 393 E. WALNUT STREET, 3RD FLOOR, PASADENA, CA, 91188
- Plan Type: 401(k)
- Total Participants: 6,474
- Total Assets: $899.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,474 | $899.2M | $42.0M | $0 |
| 2023 | 6,200 | $802.8M | $38.5M | $0 |
| 2022 | 5,990 | $693.0M | $35.5M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FINANCIAL ENGINES INC | NONE | $517,534 | — | $517,534 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $36,834 | — | $36,834 |
| ANGELES INVESTMENT ADVISORS LL | NONE | $31,076 | — | $31,076 |
| ENVESTNET ASSET MANAGEMENT INC | NONE | $25,456 | — | $25,456 |
| BAKER TILLY US, LLP | NONE | $11,750 | — | $11,750 |
| SEYFARTH SHAW LLP | NONE | $5,120 | — | $5,120 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- BAKER TILLY US, LLP — NONE
- SEYFARTH SHAW LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $627,770
- Estimated Expense Ratio: 0.070% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $661,133 | $594,402 | $681 | $11,750 | — |
| 2023 | $532,952 | $497,954 | $3,233 | — | — |
| 2022 | $529,571 | $510,300 | — | — | — |