Plan Snapshot
- Plan Sponsor: The Permanente Medical Group, INC.
- Sponsor EIN: 942728480
- Sponsor Address: 5820 OWENS DRIVE, BUILDING E, PLEASANTON, CA, 94588
- Plan Type: 401(k)
- Plan Number: 523
- Total Participants: 0
- Total Assets: $2.0M
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 | $2.0M | $0 | $0 |
| 2023 | 0 | $3.0M | $0 | $0 |
| 2022 | 0 | $4.1M | $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 |
|---|---|---|---|---|
| MOSS ADAMS LLP | Auditor | $9,550 | — | $9,550 |
| STATE STREET BANK AND TRUST COMPANY | Custodian / Trustee | $6,586 | — | $6,586 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,136
- Estimated Expense Ratio: 0.823% 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 | $20,450 | — | $1,696 | $9,550 | — |
| 2023 | $12,330 | — | $2,322 | — | — |
| 2022 | $15,038 | — | $2,394 | — | $12,323 |