# Southern California Permanente Medical Group DC Plan
Source: https://planprovider.pro/companies/southern-california-permanente-medical-group-plan-002

> Southern California Permanente Medical Group's DC plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Southern California Permanente Medical Group

- **Sponsor EIN:** 951750445

- **Sponsor Address:** ONE KAISER PLAZA,, OAKLAND, CA, 94612

- **Plan Type:** DC

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2023|0|$0|$578,883|$23.6M|

| 2022|2,303|$338.0M|$463,298|$22.0M|

| 2021|2,204|$407.4M|$0|$0|

| 2020|9,017|$1.2B|$0|$0|

| 2019|9,094|$965.4M|$0|$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|

| VANGUARD ADVISERS INC.|NONE|$108,229|—|$108,229|

| THE VANGUARD GROUP, INC.|NONE|$12,358|—|$12,358|

| MOSS ADAMS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $120,587

### 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|

| 2023|$130,920|—|—|—|—|

| 2022|$117,387|—|—|—|—|

| 2021|$424,547|—|—|—|—|

| 2020|$465,560|—|—|—|—|

| 2019|$519,944|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southern-california-permanente-medical-group-plan-002)

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