The Permanente Contribution Plan Of The Permanente Medical Group, Inc.
Sponsored by The Permanente Medical Group, Inc. · EIN 942728480 · Plan #040
- Total assets
- $7.9B
- Net assets
- $7.9B
- Active participants
- 18,881
- With balances
- 25,702
Plan year beginning 01/01/2024 · Money purchase, 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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines | Investment advisory (plan) | $1,605,062 |
| Telus Health | Plan administrator | $133,185 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$83,855 |