# Washington Permanente Medical Group, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/washington-permanente-medical-group-p-c-401k-plan

> Washington Permanente Medical Group, P.C.'s 401(k) plan: 1,654 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MERCER INVESTMENT MANAGEMENT|NONE|$137,602|—|$137,602|

| SCHWAB RETIREMENT PLAN SERVICES INC|NONE|$48,691|—|$48,691|

| MUTUAL ADVISORS LLC|NONE|$48,316|—|$48,316|

| HOHIMER WEALTH MANAGEMENT LLC|NONE|$36,830|—|$36,830|

| PRIVATE ADVISOR GROUP LLC|NONE|$34,257|—|$34,257|

| LPL FINANCIAL LLC|NONE|$33,642|—|$33,642|

| CAMBRIDGE INVESTMENT RESEARCH|NONE|$29,937|—|$29,937|

| CREATIVE PLANNING LLC|NONE|$27,405|—|$27,405|

| ENVESTNET ASSET MANAGEMENT INC|NONE|$25,641|—|$25,641|

| FOCUS PARTNERS WEALTH LLC|NONE|$20,638|—|$20,638|

| COMMONWEALTH EQUITY SERVICES I|NONE|$19,500|—|$19,500|

| NORTHERN CAPITAL MANAGEMENT IN|NONE|$18,765|—|$18,765|

| LIGHTHOUSE WEALTH STRATEGIES L|NONE|$14,425|—|$14,425|

| LEEWARD FINANCIAL PARTNERS LLC|NONE|$13,597|—|$13,597|

| BADGLEY PHELPS WEALTH MANAGERS|NONE|$13,213|—|$13,213|

| FREESTONE CAPITAL MANAGEMENT L|NONE|$13,067|—|$13,067|

| FORT HENRY CAPITAL LLC|NONE|$11,074|—|$11,074|

| PINKERTON RETIREMENT SPECIALIS|NONE|$10,164|—|$10,164|

| CHARLES SCHWAB & CO., INC.|NONE|$10,050|—|$10,050|

| BUCKINGHAM STRATEGIC PARTNERS|NONE|$6,779|—|$6,779|

| NEW HARBOR FINANCIAL GROUP LLC|NONE|$6,019|—|$6,019|

| FOSTER GROUP INC|NONE|$5,213|—|$5,213|

| SCOTT ANDERSON FINANCIAL INC|NONE|$5,199|—|$5,199|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — NONE

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [COMMONWEALTH EQUITY SERVICES I](https://planprovider.pro/provider/commonwealth-financial-network) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-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:** $590,024

- **Estimated Expense Ratio:** 0.040% 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|$603,635|$598,700|—|—|—|

| 2023|$579,000|$575,805|—|—|—|

| 2022|$915,539|$430,672|—|—|$194|

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

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