Scripps Clinic Medical Group, Inc. Retirement Savings Plan
Sponsored by Scripps Clinic Medical Group, Inc. · EIN 952885574 · Plan #003
- Total assets
- $962M
- Net assets
- $962M
- Active participants
- 1,073
- With balances
- 1,264
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 |
|---|---|---|
| Del Mar Wealth Management Inc CRD 175022 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Blankinship & Foster, Llc CRD 104795 | fuzzy_auto · 97% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Cibc Private Wealth Advisors, Inc. CRD 109644 | fuzzy_auto · 99% | 2024 |
| Ep Wealth Advisors, Llc. CRD 111147 | deterministic · 100% | 2024 |
| Weatherly Asset Management Lp CRD 106935 | deterministic · 100% | 2024 |
| Independent Financial Group, Llc CRD 7717 | fuzzy_auto · 98% | 2024 |
| Aspiriant, Llc CRD 146720 | deterministic · 100% | 2024 |
| Ifg Advisors, Llc CRD 172329 | deterministic · 100% | 2024 |
| Pure Financial Advisors, Llc CRD 144316 | deterministic · 100% | 2024 |
| Spinnaker Investment Group, Llc CRD 283414 | deterministic · 100% | 2024 |
| Carlsbad Wealth Advisory Group, Inc. CRD 146587 | deterministic · 100% | 2024 |
| Financial Alternatives, Inc. CRD 108245 | deterministic · 100% | 2024 |
| Stolper & Company CRD 6911 | fuzzy_auto · 94% | 2024 |
| Impact Investors, Inc. CRD 289028 | deterministic · 100% | 2024 |
| Sage Financial Group Inc. CRD 116574 | deterministic · 100% | 2024 |
| Procore Advisors, Llc CRD 289037 | deterministic · 100% | 2024 |
| Dew Point Capital, Inc. CRD 305010 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $603,920 |
| Del Mar Wealth Management | Investment advisory (participants), Direct payment from the plan | $255,849 |
| Hoylecohen Llc | Investment advisory (participants), Direct payment from the plan | $120,215 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $86,303 |
| Blankinship & Foster Llc | Investment advisory (participants), Direct payment from the plan | $83,744 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $60,909 |
| Cibc Private Wealth Advisors I | Investment advisory (participants), Direct payment from the plan | $51,596 |
| Ep Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $49,830 |
| Weatherly Asset Management Lp | Investment advisory (participants), Direct payment from the plan | $45,245 |
| Independent Financial Group Ll | Investment advisory (participants), Direct payment from the plan | $31,031 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $27,883 |
| Aspiriant Llc | Investment advisory (participants), Direct payment from the plan | $20,379 |
| Ifg Advisors Llc | Investment advisory (participants), Direct payment from the plan | $20,185 |
| 25 Llc | Investment advisory (participants), Direct payment from the plan | $18,432 |
| Pure Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $17,445 |
| Spinnaker Investment Group Llc | Investment advisory (participants), Direct payment from the plan | $14,355 |
| Carlsbad Wealth Advisory Group | Investment advisory (participants), Direct payment from the plan | $13,889 |
| Financial Alternatives Inc | Investment advisory (participants), Direct payment from the plan | $13,108 |
| Stolper & Company Inc | Investment advisory (participants), Direct payment from the plan | $12,604 |
| Impact Investors Inc | Investment advisory (participants), Direct payment from the plan | $11,274 |
| Sage Financial Group Inc | Investment advisory (participants), Direct payment from the plan | $9,355 |
| Procore Advisors Llc | Investment advisory (participants), Direct payment from the plan | $8,981 |
| Fort Pitt Capital Group Llc | Investment advisory (participants), Direct payment from the plan | $8,184 |
| Dew Point Capital Inc | Investment advisory (participants), Direct payment from the plan | $8,057 |