Southern California Permanente Medical Group Tax Savings Retirement Plan
Sponsored by Southern California Permanente Medical Group · EIN 951750445 · Plan #002
- Total assets
- $407M
- Net assets
- $407M
- Active participants
- 2,204
- With balances
- 2,649
Plan year beginning 01/01/2021 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisers Inc. | Investment advisory (participants) | $403,830 |
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Participant loan processing | $33,967 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2021 | $407M | 2,204 | ack 20250924190644NAL0007859809001 |
| 01/01/2020 | $1.2B | 9,017 | ack 20250924190440NAL0007035713001 |
| 01/01/2019 | $965M | 9,094 | ack 20250924190241NAL0009006992001 |