Plan Snapshot
- Plan Sponsor: Southern California Permanente Medical Group
- Sponsor EIN: 951750445
- Sponsor Address: ONE KAISER PLAZA,, OAKLAND, CA, 94612
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 2,303
- Total Assets: $338.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2022 | 2,303 | $338.0M | $463,298 | $22.0M |
| 2021 | 2,204 | $407.4M | $409,285 | $69.8M |
| 2020 | 9,017 | $1.2B | $6.3M | $82.2M |
| 2019 | 9,094 | $965.4M | $234,156 | $74.0M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | Recordkeeper | $108,229 | — | $108,229 |
| THE VANGUARD GROUP, INC. | Other Service Provider | $12,358 | — | $12,358 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,587
- Estimated Expense Ratio: 0.036% 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 |
|---|---|---|---|---|---|
| 2022 | $117,387 | — | — | — | — |
| 2021 | $424,547 | — | — | — | — |
| 2020 | $465,560 | — | — | — | — |
| 2019 | $519,944 | — | — | — | — |