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: 525
- Total Participants: 0
- Total Assets: $295.0M
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 | $295.0M | $0 | $0 |
| 2023 | 0 | $334.7M | $0 | $0 |
| 2022 | 0 | $355.9M | $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 |
|---|---|---|---|---|
| TELUS HEALTH | Recordkeeper | $1,134,703 | — | $1,134,703 |
| STATE STREET BANK AND TRUST COMPANY | Custodian / Trustee | $15,110 | — | $15,110 |
| SEYFARTH SHAW LLP | ERISA Attorney | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SEYFARTH SHAW LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,163,813
- Estimated Expense Ratio: 0.394% 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 | $1,165,313 | — | $1,134,703 | — | — |
| 2023 | $1,111,926 | — | $1,082,982 | — | — |
| 2022 | $1,139,106 | — | $1,087,009 | — | $52,097 |