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: DC
- Total Participants: 11,088
- Total Assets: $7.9B
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. |
|---|---|---|---|---|
| 2024 | 11,088 | $7.9B | $0 | $291.2M |
| 2023 | 10,636 | $6.8B | $0 | $291.9M |
| 2022 | 10,078 | $5.6B | $0 | $271.2M |
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 | Other Service Provider | $2,226,523 | — | $2,226,523 |
| EWG ELEVATE INC | Other Service Provider | $771,509 | — | $771,509 |
| FINANCIAL ENGINES ADVISORS LLC | Other Service Provider | $237,307 | — | $237,307 |
| SIGNATURE ESTATE & INVESTMENT | Other Service Provider | $187,699 | — | $187,699 |
| STRATOS WEALTH PARTNERS LTD | Other Service Provider | $185,329 | — | $185,329 |
| LMCG INVESTMENTS LLC | Other Service Provider | $139,352 | — | $139,352 |
| GREAT GABLE ADVISORS LLC | Other Service Provider | $137,340 | — | $137,340 |
| FISHER INVESTMENTS | Recordkeeper | $134,895 | — | $134,895 |
| CREATIVE PLANNING LLC | Investment Advisor | $133,132 | — | $133,132 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $114,069 | $361 | $114,430 |
| ENVESTNET ASSET MANAGEMENT INC | Other Service Provider | $111,358 | — | $111,358 |
| AVANTAX ADVISORY SERVICES INC | Investment Advisor | $110,682 | — | $110,682 |
| CLIFTONLARSONALLEN | Other Service Provider | $88,580 | — | $88,580 |
| EP WEALTH ADVISORS LLC | Other Service Provider | $68,551 | — | $68,551 |
| MORNINGSTAR INVESTMENT SERVICE | Other Service Provider | $53,541 | — | $53,541 |
| CORIENT PRIVATE WEALTH LLC | Investment Advisor | $51,116 | — | $51,116 |
| ALPHACORE CAPITAL LLC | Other Service Provider | $48,440 | — | $48,440 |
| CERDA MUNOZ ADVISORS INC | Other Service Provider | $44,647 | — | $44,647 |
| HALBERT HARGROVE GLOBAL ADVISO | Other Service Provider | $40,442 | — | $40,442 |
| PARK CAPITAL GROUP INC | Other Service Provider | $40,100 | — | $40,100 |
| MIRACLE MILE ADVISORS LLC | Other Service Provider | $39,131 | — | $39,131 |
| WELLS FARGO ADVISORS | Other Service Provider | $38,600 | — | $38,600 |
| LIDO ADVISORS LLC | Other Service Provider | $37,296 | — | $37,296 |
| FIRST FOUNDATION ADVISORS | Other Service Provider | $35,813 | — | $35,813 |
| BRINKER CAPITAL INVESTMENTS LL | Other Service Provider | $28,685 | — | $28,685 |
| CHECK CAPITAL MANAGEMENT INC | Other Service Provider | $27,735 | — | $27,735 |
| HIGHTOWER ADVISORS LLC | Other Service Provider | $26,196 | — | $26,196 |
| STEELPEAK WEALTH LLC | Investment Advisor | $25,447 | — | $25,447 |
| AXXCESS WEALTH MANAGEMENT LLC | Other Service Provider | $23,148 | — | $23,148 |
| SYMMETRY PARTNERS | Investment Advisor | $22,902 | — | $22,902 |
| FLEXIBLE PLAN INVESTMENTS LTD | Other Service Provider | $20,094 | — | $20,094 |
| KAYNE ANDERSON RUDNICK | Other Service Provider | $20,035 | — | $20,035 |
| GORDON ASSET MANAGEMENT LLC | Investment Advisor | $18,932 | — | $18,932 |
| PACIFIC GLOBAL INVESTMENT MANA | Other Service Provider | $17,267 | — | $17,267 |
| ARETE WEALTH ADVISORS LLC | Other Service Provider | $16,605 | — | $16,605 |
| LPL FINANCIAL LLC | Investment Advisor | $16,577 | — | $16,577 |
| FINANCIAL MANAGEMENT NETWORK | Other Service Provider | $16,347 | — | $16,347 |
| CHEVIOT VALUE MANAGEMENT LLC | Other Service Provider | $16,232 | — | $16,232 |
| CERITY PARTNERS LLC | Other Service Provider | $16,082 | — | $16,082 |
| JP MORGAN PRIVATE WEALTH ADVIS | Other Service Provider | $14,960 | — | $14,960 |
| WEATHERLY ASSET MANAGEMENT LP | Other Service Provider | $14,885 | — | $14,885 |
| PFG ADVISORS LLC | Investment Advisor | $14,358 | — | $14,358 |
| STRATEGIC WEALTH ADVISORS LLC | Other Service Provider | $14,233 | — | $14,233 |
| CAMBRIDGE INVESTMENT RESEARCH | Other Service Provider | $13,823 | — | $13,823 |
| PACIFIC CAPITAL WEALTH ADVISOR | Other Service Provider | $13,498 | — | $13,498 |
| EMPIRICAL FINANCIAL SERVICES L | Other Service Provider | $13,340 | — | $13,340 |
| MATSON MONEY INC | Other Service Provider | $13,257 | — | $13,257 |
| FISCHER INVESTMENT STRATEGIES | Other Service Provider | $13,164 | — | $13,164 |
| GOULD ASSET MANAGEMENT LLC | Other Service Provider | $12,702 | — | $12,702 |
| INDEPENDENT FINANCIAL GROUP LL | Other Service Provider | $12,694 | — | $12,694 |
| COLORADO FINANCIAL SERVICE COR | Other Service Provider | $12,298 | — | $12,298 |
| LARSON FINANCIAL GROUP LLC | Other Service Provider | $12,198 | — | $12,198 |
| ELM MONEY MANAGEMENT LLC | Other Service Provider | $12,000 | — | $12,000 |
| 25 LLC | Other Service Provider | $11,886 | — | $11,886 |
| MARRICK WEALTH | Other Service Provider | $11,833 | — | $11,833 |
| VANTAGE WEALTH | Other Service Provider | $11,794 | — | $11,794 |
| ASPIRIANT LLC | Other Service Provider | $11,727 | — | $11,727 |
| JAFFE ASSET MANAGEMENT LLC | Other Service Provider | $11,484 | — | $11,484 |
| WESTERN INT'L SECURITIES INC | Other Service Provider | $10,554 | — | $10,554 |
| VESTIA ADVISORS LLC | Investment Advisor | $9,781 | — | $9,781 |
| CALLAN CAPITAL LLC | Other Service Provider | $9,757 | — | $9,757 |
| SITRIN CAPITAL MANAGEMENT LLC | Other Service Provider | $9,499 | — | $9,499 |
| SIGNATURE INVESTMENT ADVISORS | Other Service Provider | $9,119 | — | $9,119 |
| OAK HARVEST INVESTMENT SERVICE | Other Service Provider | $9,021 | — | $9,021 |
| APRIEM ADVISORS | Other Service Provider | $8,614 | — | $8,614 |
| SCHNIEDERS CAPITAL MANAGEMENT, | Other Service Provider | $8,146 | — | $8,146 |
| PRIVATE MANAGEMENT GROUP INC | Other Service Provider | $8,052 | — | $8,052 |
| MOTLEY FOOL WEALTH MANAGEMENT | Other Service Provider | $7,297 | — | $7,297 |
| MEASURED RISK PORTFOLIOS, INC | Other Service Provider | $6,944 | — | $6,944 |
| SCHWAB RETIREMENT PLAN SERVICES, IN | Recordkeeper | $6,403 | — | $6,403 |
| MARINER PLATFORM SOLUTIONS LLC | Other Service Provider | $6,311 | — | $6,311 |
| BEACON POINTE ADVISORS LLC | Investment Advisor | $6,233 | — | $6,233 |
| PLANCORP LLC | Other Service Provider | $6,152 | — | $6,152 |
| TELOS CAPITAL MANAGEMENT INC | Other Service Provider | $6,137 | — | $6,137 |
| DILIGENT INVESTORS LLC | Other Service Provider | $5,561 | — | $5,561 |
| MONETA GROUP INVESTMENT ADV | Other Service Provider | $5,333 | — | $5,333 |
| PURE FINANCIAL ADVISORS LLC | Other Service Provider | $5,284 | — | $5,284 |
| RWA WEALTH PARTNERS LLC | Other Service Provider | $5,132 | — | $5,132 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FISHER INVESTMENTS — Recordkeeper
- CREATIVE PLANNING LLC — Investment Advisor
- CHARLES SCHWAB & CO., INC. — Recordkeeper
- AVANTAX ADVISORY SERVICES INC — Investment Advisor
- CORIENT PRIVATE WEALTH LLC — Investment Advisor
- STEELPEAK WEALTH LLC — Investment Advisor
- SYMMETRY PARTNERS — Investment Advisor
- GORDON ASSET MANAGEMENT LLC — Investment Advisor
- LPL FINANCIAL LLC — Investment Advisor
- PFG ADVISORS LLC — Investment Advisor
- VESTIA ADVISORS LLC — Investment Advisor
- SCHWAB RETIREMENT PLAN SERVICES, IN — Recordkeeper
- BEACON POINTE ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,783,561
- Estimated Expense Ratio: 0.073% 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 | $5,768,474 | $5,722,329 | — | — | — |
| 2023 | $4,863,683 | $4,834,096 | $19,977 | — | — |
| 2022 | $4,787,111 | $4,781,499 | — | — | — |