5 additional years of workSouthern California Permanente Medical Group Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 88, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Salary Deferral, and Total Plan Cost. Southern California Permanente Medical Group Retirement Plan currently has over 6,000 active participants and over $2.0B in plan assets.
| 1. | Self-Directed Brokerage Accounts | 31% |
| 2. | TBC Interest Income Fund | 14% |
| 3. | Vanguard Wellington | 11% |
| Address |
393 East Walnut Street
Pasadena, CA 91188 |
| Industry | Offices of Physicians (except Mental Health Specialists) |
| Administrator | Cynthia Johnson |
| Net Plan Assets | $1,980,000,000 |
| Total Participants | 6,100 |
| Avg Account Balance | $390,000 |
| Group Health Permanente | 86.4 |
| MEDNAX Services | 78.8 |
| Northwestern Medical Faculty... | 78.5 |
| Harvard Vanguard Medical Associates | 77.2 |
| The Permanente Medical Group | 74.9 |
| Marshfield Clinic | 72.6 |
| Recordkeeper | Charles Schwab |
| Administration | Financial Engines |
| Administration | FSC Securities |
| Administration | Regatta Capital Grp LLC |
| Investment Adviser | Brian D. Lowder Inc |
| Investment Adviser | Cambridge Investment Research |
| Investment Adviser | Check Capital Mgmt |
| Investment Adviser | Dowling & Yahnke, LLC |
| Investment Adviser | Elm Money Management, LLC |
| Investment Adviser | Ep Wealth Advisorsinc |
| Investment Adviser | First Foundation Inc. |
| Investment Adviser | First Republic |
| Investment Adviser | Fisher Investments |
| Investment Adviser | Hanlon Investment Management |
| Investment Adviser | HK Financial |
| Investment Adviser | Independent Financial Group, LLC |
| Investment Adviser | The Institute for Wealth Management |
| Investment Adviser | Ken,Stern and Associates |
| Investment Adviser | KeyBank |
| Investment Adviser | Leeb Capital Mgmt |
| Investment Adviser | Loring Ward Securities, Inc. |
| Investment Adviser | Morton Capital Management |
| Investment Adviser | Mullen Advisory, Inc. |
| Investment Adviser | National Asset Mgmt Inc |
| Investment Adviser | Pacific West Securities, Inc. |
| Investment Adviser | Private Asset Management, Inc. |
| Investment Adviser | Pure Financial Advisors |
| Investment Adviser | Quality Growth Management, Inc. |
| Investment Adviser | RNC Capital Management |
| Investment Adviser | RS Crum, Inc. |
| Investment Adviser | Signature Estate and Investment |
| Investment Adviser | WESPAC Plan Services, LLC |
| Investment Adviser | William Jordan Associates |
| Investment Adviser | Yosemite Capital Mgmt |
| Auditor | Ernst & Young |
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