# Southern California Permanente Medical Group 401(k) Plan
Source: https://planprovider.pro/companies/southern-california-permanente-medical-group-401k-plan-030

> Southern California Permanente Medical Group's 401(k) plan: 6,474 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — NONE

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southern-california-permanente-medical-group-401k-plan-030)

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