The Permanente Medical Group, Inc. Salary Deferral Plan
Sponsored by The Permanente Medical Group, Inc. · EIN 942728480 · Plan #013
- Total assets
- $9.9B
- Net assets
- $9.9B
- Active participants
- 21,762
- With balances
- 28,964
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Gemmer Asset Management Llc CRD 109034 | deterministic · 100% | 2024 |
| Capital Advantage, Inc. CRD 108985 | fuzzy_auto · 99% | 2024 |
| 1919 Investment Counsel, Llc CRD 133370 | deterministic · 100% | 2024 |
| Frontier Asset Management, Llc CRD 109910 | fuzzy_auto · 95% | 2024 |
| Cambridge Investments, Llc CRD 174460 | fuzzy_auto · 94% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines | Investment advisory (plan) | $1,944,246 |
| Brinker Capital Inv Llc | Investment advisory (participants), Investment management fees (direct) | $249,756 |
| Fisher Investments | Investment advisory (participants), Investment management fees (direct) | $73,201 |
| Gemmer Asset Management | Investment advisory (participants), Investment management fees (direct) | $66,498 |
| Captial Advantage | Investment advisory (participants), Investment management fees (direct) | $65,305 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $52,029 |
| 1919 Investment Counsel, Llc | Investment advisory (participants), Investment management fees (direct) | $34,684 |
| Frontier Asset Mgmt | Investment advisory (participants), Investment management fees (direct) | $32,747 |
| Protection Point Advisors | Investment advisory (participants), Investment management fees (direct) | $15,370 |
| Cambridge Investment Advisors, Inc. | Investment advisory (participants), Investment management fees (direct) | $10,650 |
| Creative Planning | Investment advisory (participants), Investment management fees (direct) | $8,293 |
| Wealth Enhancement Adv Services Llc | Investment advisory (participants), Investment management fees (direct) | $6,745 |