Plan Snapshot
- Plan Sponsor: Southern California Permanente Medical Group
- Sponsor EIN: 951750445
- Sponsor Address: ONE KAISER PLAZA, 20TH FLOOR, OAKLAND, CA, 94612
- Plan Type: 401(k)
- Plan Number: 550
- Total Participants: 0
- Total Assets: $374.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $374.6M | $48.3M | $0 |
| 2023 | 0 | $357.3M | $42.3M | $0 |
| 2022 | 0 | $333.4M | $48.2M | $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 |
|---|---|---|---|---|
| BOSTON PARTNERS GLOBAL INVESTORS | Other Service Provider | $799,781 | $60,940 | $860,721 |
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $94,622 | — | $94,622 |
| BAKER TILLY US, LLP | Auditor | $62,600 | — | $62,600 |
| STATE STREET BANK AND TRUST CO. | Other Service Provider | $14,548 | — | $14,548 |
| AON HEWITT INVEST. CONSULTING, INC. | Other Service Provider | $5,281 | — | $5,281 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,037,772
- Estimated Expense Ratio: 0.277% 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 | $1,207,136 | $1,121,488 | — | $62,600 | — |
| 2023 | $993,282 | — | — | $29,900 | — |
| 2022 | $989,578 | $965,761 | — | — | $21,361 |