The 401(k) Plan For Permanente Medical Groups
Sponsored by Southern California Permanente Medical Group · EIN 951750445 · Plan #009
- Total assets
- $6.5B
- Net assets
- $6.5B
- Active participants
- 18,579
- With balances
- 22,192
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 |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | fuzzy_auto · 96% | 2024 |
| Destination Wealth Management CRD 110365 | deterministic · 100% | 2024 |
| Angeles Investment Advisors, Llc. CRD 110213 | fuzzy_auto · 98% | 2024 |
| One Capital Management, Llc CRD 114861 | deterministic · 100% | 2024 |
| First National Advisers, Llc CRD 277146 | fuzzy_auto · 98% | 2024 |
| Signature Estate & Investment Advisors Llc CRD 108163 | fuzzy_auto · 94% | 2024 |
| The Rice Partnership, Llc CRD 135701 | deterministic · 100% | 2024 |
| Cerda Munoz Advisors, Inc CRD 170784 | deterministic · 100% | 2024 |
| Ep Wealth Advisors, Llc. CRD 111147 | deterministic · 100% | 2024 |
| The Helmstar Group, Llc CRD 145074 | deterministic · 100% | 2024 |
| Vestia Advisors, Llc CRD 290565 | deterministic · 100% | 2024 |
| Optima Capital Management Llc CRD 306036 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Retirement Planning Group, Llc CRD 310647 | deterministic · 100% | 2024 |
| Lee Financial Group, Inc. CRD 121803 | fuzzy_auto · 95% | 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 | $1,854,318 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $91,213 |
| Financial Engines Advisors Llc | Investment advisory (participants), Direct payment from the plan | $29,209 |
| Ewg Elevate Inc | Investment advisory (participants), Direct payment from the plan | $27,545 |
| At Investment Advisers Inc | Investment advisory (participants), Direct payment from the plan | $26,858 |
| Destination Wealth Management | Investment advisory (participants), Direct payment from the plan | $25,818 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $21,203 |
| Angeles Investment Advisors Ll | Investment management, Legal, Direct payment from the plan | $21,071 |
| One Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $16,654 |
| First National Advisors Llc | Investment advisory (participants), Direct payment from the plan | $13,834 |
| Seyfarth Shaw Llp | Legal, Direct payment from the plan | $13,622 |
| Capital Insight Partners Llc | Investment advisory (participants), Direct payment from the plan | $13,620 |
| Jp Morgan Private Wealth Advisor | Investment advisory (participants), Direct payment from the plan | $13,115 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $12,447 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $11,076 |
| Signature Estate & Investment | Investment advisory (participants), Direct payment from the plan | $11,019 |
| Cerda Munoz Advisors Inc | Investment advisory (participants), Direct payment from the plan | $10,951 |
| The Rice Partnership Llc | Investment advisory (participants), Direct payment from the plan | $10,420 |
| Ep Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $10,079 |
| The Helmstar Group Llc | Investment advisory (participants), Direct payment from the plan | $8,515 |
| Vestia Advisors Llc | Investment advisory (participants), Direct payment from the plan | $8,036 |
| Miracle Mile Advisors Llc | Investment advisory (participants), Direct payment from the plan | $7,959 |
| Optima Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $7,697 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $7,443 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $6,259 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $6,249 |
| The Retirement Planning Group | Investment advisory (participants), Direct payment from the plan | $5,471 |
| Lee Financial Group Hawaii Inc | Investment advisory (participants), Direct payment from the plan | $5,261 |