# The Permanente Medical Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-permanente-medical-group-inc-401k-plan

> The Permanente Medical Group, INC.'s 401(k) plan: 388 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Permanente Medical Group, INC.

- **Sponsor EIN:** 942728480

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

- **Plan Type:** 401(k)

- **Total Participants:** 388

- **Total Assets:** $204.8M

## 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|388|$204.8M|$1.3M|$7.0M|

| 2023|384|$189.0M|$628,119|$6.5M|

| 2022|371|$155.4M|$626,706|$6.1M|

## 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|$27,077|—|$27,077|

| BAKER TILLY US, 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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $27,077

- **Estimated Expense Ratio:** 0.013% 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|$29,334|—|—|—|—|

| 2023|$20,661|—|—|—|—|

| 2022|$19,899|—|—|—|—|

## Similar Plans

- [Clinica De Salud Del Valle De Salinas](https://planprovider.pro/companies/clinica-de-salud-del-valle-de-salinas-403b-plan) — 362 participants

- [El Proyecto Del Barrio, INC.](https://planprovider.pro/companies/el-proyecto-del-barrio-403-b-plan-401k-plan) — 419 participants

- [The Permanente Medical Group, INC.](https://planprovider.pro/companies/the-permanente-medical-group-inc-plan-012) — 352 participants

- [Intercommunity Health Associates, INC.](https://planprovider.pro/companies/intercommunity-health-associates-inc-401k-plan) — 328 participants

- [Petaluma Health Center](https://planprovider.pro/companies/petaluma-health-center-401k-plan) — 499 participants

- [Medical Clinic Of Sacramento, INC.](https://planprovider.pro/companies/medical-clinic-of-sacramento-inc-401k-plan) — 542 participants

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

© 2026 PlanProvider.Pro