Scpmg Keogh Plan
Sponsored by Southern California Permanente Medical Group · EIN 951750445 · Plan #008
- Total assets
- $7.9B
- Net assets
- $7.9B
- Active participants
- 11,088
- With balances
- 8,803
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
| Financial Engines Advisors L.L.C. CRD 104510 | fuzzy_auto · 96% | 2024 |
| Signature Estate & Investment Advisors Llc CRD 108163 | fuzzy_auto · 94% | 2024 |
| Stratos Wealth Partners, Ltd CRD 153184 | deterministic · 100% | 2024 |
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
| Great Gable Advisors, Llc CRD 297501 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Ep Wealth Advisors, Llc. CRD 111147 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Alphacore Capital Llc CRD 174346 | deterministic · 100% | 2024 |
| Cerda Munoz Advisors, Inc CRD 170784 | deterministic · 100% | 2024 |
| Halbert Hargrove Global Advisors, Llc CRD 105515 | fuzzy_auto · 99% | 2024 |
| Park Capital Group, Inc. CRD 165884 | deterministic · 100% | 2024 |
| Lido Advisors, Llc CRD 269866 | deterministic · 100% | 2024 |
| First Foundation Advisors CRD 106075 | deterministic · 100% | 2024 |
| Check Capital Management Inc CRD 107058 | deterministic · 100% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| Steelpeak Wealth, Llc CRD 165168 | deterministic · 100% | 2024 |
| Axxcess Wealth Management, Llc CRD 164081 | deterministic · 100% | 2024 |
| Symmetry Partners, Llc. CRD 120982 | deterministic · 100% | 2024 |
| Flexible Plan Investments Ltd CRD 110762 | deterministic · 100% | 2024 |
| Gordon Asset Management Llc CRD 137136 | deterministic · 100% | 2024 |
| Pacific Global Investment Management Company CRD 106962 | fuzzy_auto · 97% | 2024 |
| Arete Wealth Advisors, Llc CRD 145488 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Financial Management Network Inc CRD 110454 | deterministic · 100% | 2024 |
| Cheviot Value Management, Llc CRD 166291 | deterministic · 100% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Weatherly Asset Management Lp CRD 106935 | deterministic · 100% | 2024 |
| Pfg Advisors, Llc CRD 173344 | deterministic · 100% | 2024 |
| Strategic Wealth Advisors, Llc CRD 114167 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Pacific Capital Wealth Advisors, Inc. CRD 159294 | fuzzy_auto · 99% | 2024 |
| Empirical Financial Services, Llc CRD 152622 | fuzzy_auto · 99% | 2024 |
| Matson Money, Inc. CRD 110425 | deterministic · 100% | 2024 |
| Fischer Investment Strategies, Llc CRD 156883 | deterministic · 100% | 2024 |
| Gould Asset Management Llc CRD 113098 | deterministic · 100% | 2024 |
| Independent Financial Group, Llc CRD 7717 | fuzzy_auto · 98% | 2024 |
| Colorado Financial Service Corporation CRD 104343 | fuzzy_auto · 97% | 2024 |
| Larson Financial Group, Llc CRD 140599 | deterministic · 100% | 2024 |
| Elm Money Management Llc CRD 149891 | deterministic · 100% | 2024 |
| Marrick Wealth, Llc CRD 164758 | deterministic · 100% | 2024 |
| Aspiriant, Llc CRD 146720 | deterministic · 100% | 2024 |
| Jaffe Asset Management Llc CRD 108082 | deterministic · 100% | 2024 |
| Vestia Advisors, Llc CRD 290565 | deterministic · 100% | 2024 |
| C2 Capital Llc CRD 324440 | fuzzy_auto · 93% | 2024 |
| Sitrin Capital Management, Llc CRD 282436 | deterministic · 100% | 2024 |
| Signature Investment Advisors, Llc CRD 160715 | deterministic · 100% | 2024 |
| Oak Harvest Investment Services, Llc CRD 173293 | fuzzy_auto · 99% | 2024 |
| Apriem Advisors CRD 108188 | deterministic · 100% | 2024 |
| Schnieders Capital Management, Llc. CRD 120952 | deterministic · 100% | 2024 |
| Private Management Group Inc CRD 104707 | deterministic · 100% | 2024 |
| Motley Fool Wealth Management, Llc CRD 165689 | deterministic · 100% | 2024 |
| Measured Risk Portfolios, Inc. CRD 141422 | deterministic · 100% | 2024 |
| Mariner Platform Solutions, Llc CRD 305418 | deterministic · 100% | 2024 |
| Beacon Pointe Advisors, Llc CRD 119290 | deterministic · 100% | 2024 |
| Plancorp, Llc CRD 106599 | deterministic · 100% | 2024 |
| Telos Capital Management, Inc. CRD 149108 | deterministic · 100% | 2024 |
| Diligent Investors, Llc CRD 158708 | deterministic · 100% | 2024 |
| Moneta Group Investment Advisors, Llc CRD 104727 | fuzzy_auto · 97% | 2024 |
| Pure Financial Advisors, Llc CRD 144316 | deterministic · 100% | 2024 |
| Rwa Wealth Partners, Llc CRD 156984 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines Inc | Investment management, Direct payment from the plan | $2,226,523 |
| Ewg Elevate Inc | Investment advisory (participants), Direct payment from the plan | $771,509 |
| Financial Engines Advisors Llc | Investment advisory (participants), Direct payment from the plan | $237,307 |
| Signature Estate & Investment | Investment advisory (participants), Direct payment from the plan | $187,699 |
| Stratos Wealth Partners Ltd | Investment advisory (participants), Direct payment from the plan | $185,329 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $139,352 |
| Great Gable Advisors Llc | Investment advisory (participants), Direct payment from the plan | $137,340 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $134,895 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $133,132 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $114,069 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $111,358 |
| Avantax Advisory Services Inc | Investment advisory (participants), Direct payment from the plan | $110,682 |
| Cliftonlarsonallen | Investment advisory (participants), Direct payment from the plan | $88,580 |
| Ep Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $68,551 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $53,541 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $51,116 |
| Alphacore Capital Llc | Investment advisory (participants), Direct payment from the plan | $48,440 |
| Cerda Munoz Advisors Inc | Investment advisory (participants), Direct payment from the plan | $44,647 |
| Halbert Hargrove Global Adviso | Investment advisory (participants), Direct payment from the plan | $40,442 |
| Park Capital Group Inc | Investment advisory (participants), Direct payment from the plan | $40,100 |
| Miracle Mile Advisors Llc | Investment advisory (participants), Direct payment from the plan | $39,131 |
| Lido Advisors Llc | Investment advisory (participants), Direct payment from the plan | $37,296 |
| First Foundation Advisors | Investment advisory (participants), Direct payment from the plan | $35,813 |
| Brinker Capital Investments Ll | Investment advisory (participants), Direct payment from the plan | $28,685 |
| Wells Fargo Advisors | Direct payment from the plan, Securities brokerage commissions | $28,154 |
| Check Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $27,735 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $26,196 |
| Steelpeak Wealth Llc | Investment advisory (participants), Direct payment from the plan | $25,447 |
| Axxcess Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $23,148 |
| Symmetry Partners | Investment advisory (participants), Direct payment from the plan | $22,902 |
| Flexible Plan Investments Ltd | Investment advisory (participants), Direct payment from the plan | $20,094 |
| Kayne Anderson Rudnick | Investment advisory (participants), Direct payment from the plan | $20,035 |
| Gordon Asset Management Llc | Investment advisory (participants), Direct payment from the plan | $18,932 |
| Pacific Global Investment Mana | Investment advisory (participants), Direct payment from the plan | $17,267 |
| Arete Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $16,605 |
| Lpl Financial Llc | Investment advisory (participants), Direct payment from the plan | $16,577 |
| Financial Management Network | Investment advisory (participants), Direct payment from the plan | $16,347 |
| Cheviot Value Management Llc | Investment advisory (participants), Direct payment from the plan | $16,232 |
| Cerity Partners Llc | Investment advisory (participants), Direct payment from the plan | $16,082 |
| Jp Morgan Private Wealth Advis | Investment advisory (participants), Direct payment from the plan | $14,960 |
| Weatherly Asset Management Lp | Investment advisory (participants), Direct payment from the plan | $14,885 |
| Pfg Advisors Llc | Investment advisory (participants), Direct payment from the plan | $14,358 |
| Strategic Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $14,233 |
| Cambridge Investment Research | Investment advisory (participants), Direct payment from the plan | $13,823 |
| Pacific Capital Wealth Advisor | Investment advisory (participants), Direct payment from the plan | $13,498 |
| Empirical Financial Services L | Investment advisory (participants), Direct payment from the plan | $13,340 |
| Matson Money Inc | Investment advisory (participants), Direct payment from the plan | $13,257 |
| Fischer Investment Strategies | Investment advisory (participants), Direct payment from the plan | $13,164 |
| Gould Asset Management Llc | Investment advisory (participants), Direct payment from the plan | $12,702 |
| Independent Financial Group Ll | Investment advisory (participants), Direct payment from the plan | $12,694 |
| Colorado Financial Service Cor | Investment advisory (participants), Direct payment from the plan | $12,298 |
| Larson Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $12,198 |
| Elm Money Management Llc | Investment advisory (participants), Direct payment from the plan | $12,000 |
| 25 Llc | Investment advisory (participants), Direct payment from the plan | $11,886 |
| Marrick Wealth | Investment advisory (participants), Direct payment from the plan | $11,833 |
| Vantage Wealth | Investment advisory (participants), Direct payment from the plan | $11,794 |
| Aspiriant Llc | Investment advisory (participants), Direct payment from the plan | $11,727 |
| Jaffe Asset Management Llc | Investment advisory (participants), Direct payment from the plan | $11,484 |
| Western Int'l Securities Inc | Investment advisory (participants), Direct payment from the plan | $10,554 |
| Wells Fargo Advisors | Direct payment from the plan, Securities brokerage commissions | $10,446 |
| Vestia Advisors Llc | Investment advisory (participants), Direct payment from the plan | $9,781 |
| Callan Capital Llc | Investment advisory (participants), Direct payment from the plan | $9,757 |
| Sitrin Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $9,499 |
| Signature Investment Advisors | Investment advisory (participants), Direct payment from the plan | $9,119 |
| Oak Harvest Investment Service | Investment advisory (participants), Direct payment from the plan | $9,021 |
| Apriem Advisors | Investment advisory (participants), Direct payment from the plan | $8,614 |
| Schnieders Capital Management, | Investment advisory (participants), Direct payment from the plan | $8,146 |
| Private Management Group Inc | Investment advisory (participants), Direct payment from the plan | $8,052 |
| Motley Fool Wealth Management | Investment advisory (participants), Direct payment from the plan | $7,297 |
| Measured Risk Portfolios, Inc | Investment advisory (participants), Direct payment from the plan | $6,944 |
| Schwab Retirement Plan Services, In | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $6,403 |
| Mariner Platform Solutions Llc | Investment advisory (participants), Direct payment from the plan | $6,311 |
| Beacon Pointe Advisors Llc | Investment advisory (participants), Direct payment from the plan | $6,233 |
| Plancorp Llc | Investment advisory (participants), Direct payment from the plan | $6,152 |
| Telos Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $6,137 |
| Diligent Investors Llc | Investment advisory (participants), Direct payment from the plan | $5,561 |
| Moneta Group Investment Adv | Investment advisory (participants), Direct payment from the plan | $5,333 |
| Pure Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $5,284 |
| Rwa Wealth Partners Llc | Investment advisory (participants), Direct payment from the plan | $5,132 |