# The Permanente Medical Group, INC. DC Plan
Source: https://planprovider.pro/companies/the-permanente-medical-group-inc-plan-013

> The Permanente Medical Group, INC.'s DC plan: 21,762 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:** 5820 OWENS DRIVE, BUILDING E, PLEASANTON, CA, 94588

- **Plan Type:** DC

- **Total Participants:** 21,762

- **Total Assets:** $9.9B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|21,762|$9.9B|$0|$454.7M|

| 2023|21,699|$8.5B|$0|$426.1M|

| 2022|20,280|$7.0B|$0|$404.7M|

## 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|INVESTMENT ADVISOR|$1,944,246|—|$1,944,246|

| BRINKER CAPITAL INV LLC|ADVISOR|$249,756|—|$249,756|

| FISHER INVESTMENTS|ADVISOR|$73,201|—|$73,201|

| GEMMER ASSET MANAGEMENT|ADVISOR|$66,498|—|$66,498|

| CAPTIAL ADVANTAGE|ADVISOR|$65,305|—|$65,305|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$52,029|—|$52,029|

| 1919 INVESTMENT COUNSEL, LLC|ADVISOR|$34,684|—|$34,684|

| FRONTIER ASSET MGMT|ADVISOR|$32,747|—|$32,747|

| PROTECTION POINT ADVISORS|ADVISOR|$15,370|—|$15,370|

| CAMBRIDGE INVESTMENT ADVISORS, INC.|ADVISOR|$10,650|—|$10,650|

| CREATIVE PLANNING|ADVISOR|$8,293|—|$8,293|

| WEALTH ENHANCEMENT ADV SERVICES LLC|ADVISOR|$6,745|—|$6,745|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,559,524

- **Estimated Expense Ratio:** 0.026% 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|$1,653,230|$1,944,246|—|—|—|

| 2023|$1,794,466|$1,835,624|—|—|—|

| 2022|$2,207,125|$2,120,823|—|—|$86,302|

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