Plan Snapshot
- Plan Sponsor: Washington Permanente Medical Group, P.C.
- Sponsor EIN: 911841629
- Sponsor Address: WPMG ADMINISTRATION, RENTON, WA, 980579010
- Plan Type: 401(k)
- Total Participants: 1,654
- Total Assets: $1.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,654 | $1.5B | $42.1M | $32.3M |
| 2023 | 1,713 | $1.3B | $36.1M | $32.2M |
| 2022 | 1,760 | $1.1B | $38.4M | $28.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $0
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 | $603,635 | $598,700 | — | — | — |
| 2023 | $579,000 | $575,805 | — | — | — |
| 2022 | $915,539 | $430,672 | — | — | $194 |