Wpmg 401(k) Retirement Savings Plan
Sponsored by Washington Permanente Medical Group, P.C. · EIN 911841629 · Plan #001
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 1,654
- With balances
- 2,248
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Focus Partners Wealth, Llc CRD 159289 | deterministic · 100% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 99% | 2024 |
| Northern Capital Management, Inc. CRD 111379 | fuzzy_auto · 98% | 2024 |
| Lighthouse Wealth Strategies, Llc CRD 299334 | fuzzy_auto · 99% | 2024 |
| Leeward Financial Partners, Llc CRD 288779 | deterministic · 100% | 2024 |
| Badgley Phelps Wealth Managers, Llc CRD 315440 | deterministic · 100% | 2024 |
| Freestone Capital Management, Llc CRD 145711 | fuzzy_auto · 99% | 2024 |
| Fort Henry Capital, Llc CRD 168695 | deterministic · 100% | 2024 |
| New Harbor Financial Group, Llc CRD 155528 | deterministic · 100% | 2024 |
| Foster Group, Inc. CRD 107148 | deterministic · 100% | 2024 |
| Scott Anderson Financial, Inc. CRD 134243 | deterministic · 100% | 2024 |
| Mercator Investment Management Llc CRD 296809 | fuzzy_auto · 97% | 2024 |
| Mutual Advisors, Llc CRD 167658 | deterministic · 100% | 2024 |
| Hohimer Wealth Management, Llc CRD 300140 | deterministic · 100% | 2024 |
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Investment Management | Investment management, Direct payment from the plan | $137,602 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $48,691 |
| Mutual Advisors Llc | Investment advisory (participants), Direct payment from the plan | $48,316 |
| Hohimer Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $36,830 |
| Private Advisor Group Llc | Investment advisory (participants), Direct payment from the plan | $34,257 |
| Lpl Financial Llc | Investment advisory (participants), Direct payment from the plan | $33,642 |
| Cambridge Investment Research | Investment advisory (participants), Direct payment from the plan | $29,937 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $27,405 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $25,641 |
| Focus Partners Wealth Llc | Investment advisory (participants), Direct payment from the plan | $20,638 |
| Commonwealth Equity Services I | Investment advisory (participants), Direct payment from the plan | $19,500 |
| Northern Capital Management In | Investment advisory (participants), Direct payment from the plan | $18,765 |
| Lighthouse Wealth Strategies L | Investment advisory (participants), Direct payment from the plan | $14,425 |
| Leeward Financial Partners Llc | Investment advisory (participants), Direct payment from the plan | $13,597 |
| Badgley Phelps Wealth Managers | Investment advisory (participants), Direct payment from the plan | $13,213 |
| Freestone Capital Management L | Investment advisory (participants), Direct payment from the plan | $13,067 |
| Fort Henry Capital Llc | Investment advisory (participants), Direct payment from the plan | $11,074 |
| Pinkerton Retirement Specialis | Investment advisory (participants), Direct payment from the plan | $10,164 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $10,050 |
| Buckingham Strategic Partners | Investment advisory (participants), Direct payment from the plan | $6,779 |
| New Harbor Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $6,019 |
| Foster Group Inc | Investment advisory (participants), Direct payment from the plan | $5,213 |
| Scott Anderson Financial Inc | Investment advisory (participants), Direct payment from the plan | $5,199 |