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Southern California Permanente Medical Group

Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

Southern California Permanente Medical Group

87
Form 5500 Data
(Top 30 2015)
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

Overview

Plan Rating

BrightScope Rating
87
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (43)
Average in Peer Group (71)
Highest in Peer Group (93)

Plan Description

SCPMG Keogh Plan is a defined contribution plan. This plan has a BrightScope Rating of 87, 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, Company Generosity, and Total Plan Cost. SCPMG Keogh Plan currently has over 10,000 active participants and over $3.8B in plan assets.

Did you know?

For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (87) and the top rated plan (93) could equate to:
6
Additional years of work
100,467
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 393 E Walnut Street
  • Location
    Pasadena , CA
    • 91188-0001
  • Industry
    Offices of Physicians (except Mental Health Specialists)
  • Administrator
    Anne Lurch
  • Sponsor
    Kathleen Pomeroy
  • Net Plan Assets
    $3,820,000,000
  • Total Participants
    10,000
  • Avg Account Balance
    $550,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Poor
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Poor
Salary Deferrals:
Poor
Account Balance:
Great

Peer Group Plans

Company Rating
The Permanente Medical Group 84.6
Kaiser Foundation Health Plan 76.8
Aurora Health Care 75.6
The Cleveland Clinic Foundation 72.5
Quest Diagnostics 68.3
Sutter Health 67.7

Top Industry Articles

Compliance
Three New ERISA Lawsuits Bash Actively Managed TDFs

Three new lawsuits question the offering of actively managed target-date funds to retirement plan participants.

July 2, 2020
Compliance
Attorneys Offer Closer Reading of DOL’s Open MEP RFI

Advisers and broker/dealers hoping to work with open multiple employer plans now have a short window to offer their perspectives to the Department of Labor and the Internal Revenue Service.

July 2, 2020
Compliance
Another Lawsuit Challenges Use of Untested CITs in 401(k) Plan

A similar lawsuit was filed in May against an investment manager and a different plan sponsor.

July 6, 2020
Compliance
Court Calls Foul (For Now) on Northrop Grumman Settlement

Following the filing of various class member objections, a federal district court has denied a settlement agreed to by the parties in an ERISA fiduciary breach lawsuit against Northrop Grumman.

July 6, 2020
Compliance
Estee Lauder Faces 401(k) Plan Excessive Fee Lawsuit

The lawsuit argues that while the TDFs in the plan are CITs, they are private label CITs with much higher expense ratios than the typical CITs offered by JPMorgan.

June 26, 2020

Investments

Investment Menu Stats

# of Investment Options

39

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Self-Directed Brokerage Accounts 22%
N/A
Vanguard Group Target Retirement 20%
N/A
BTC Emerging Market Index 11%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan
for Asset Managers

Providers

Plan Service Providers

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Portfolio Solutions LLC
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Dowling & Yahnke, LLC
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Flexible Plan Investments, Ltd.
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Fisher Investments
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Signature Estate and Investment
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Stratos Wealth Partners Ltd.
Investment Adviser
CliftonLarsonAllen LLP
Recordkeeper
Charles Schwab
Investment Adviser
BNY Mellon
Investment Adviser
Cambridge Investment Research
Auditor
Ernst & Young

Articles and Questions

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Popular Questions

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