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 (25)
Average in Peer Group (69)
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, Salary Deferral, and Total Plan Cost. SCPMG Keogh Plan currently has over 10,400 active participants and over $4.8B 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
*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 12/31/2019
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
    $4,800,000,000
  • Total Participants
    10,000
  • Avg Account Balance
    $640,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Poor

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Poor

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

37

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 22%
N/A
Self-Directed Brokerage Accounts 21%
N/A
Total Commingled Trust Funds 12%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
HighTower Advisors, LLC
Investment Adviser
Reilly Financial Advisors LLC
Investment Adviser
Elevage Partners LLC
Investment Adviser
Kayne Anderson Rudnick Investment Management, LLC
Investment Adviser
Axxcess Wealth Management LLC
Investment Adviser
Signature Investment Advisors
Investment Adviser
Osher Van De Voorde Investment
Investment Adviser
Newport Financial Advisors Inc.
Investment Adviser
Larson Financial Group
Investment Adviser
Wetherby Asset Management
Investment Adviser
Jaffe Asset Management LLC
Investment Adviser
Measured Risk Portfolios
Investment Adviser
Western Int'L Secourities Inc
Investment Adviser
Gould Asset Management LLC
Investment Adviser
Jackson Financial Management
Investment Adviser
Gordon Asset Management, LLC (NC)
Investment Adviser
Halbert Hargrove
Investment Adviser
Steel Peak Wealth Mgmt LLC
Investment Adviser
Pimco
Investment Adviser
Blankinship & Foster LLP
Investment Adviser
Finanical Engines Advisors LLC
Investment Adviser
Sowell Financial Services LLC
Investment Adviser
Portfolio Solutions LLC
Investment Adviser
Pacific Capital Wealth Advisor
Investment Adviser
Elm Money Management, LLC
Investment Adviser
Independent Financial Group, LLC
Investment Adviser
Empirical Financial Services
Investment Adviser
Efficient Market Advisors
Investment Adviser
Kestra Advisory Services, LLC
Investment Adviser
Cerda Munoz Advisors Inc
Investment Adviser
Callan Capital LLC
Investment Adviser
Lido Advisors LLC
Investment Adviser
Matson Money, Inc
Investment Adviser
First Republic
Investment Adviser
Miracle Mile Advisors LLC
Investment Adviser
Mercer Advisors
Investment Adviser
Buckingham Strategic Partners
Investment Adviser
First Foundation Advisor
Investment Adviser
Check Capital Mgmt
Investment Adviser
CLS Investments
Investment Adviser
Creative Planning, Inc.
Investment Adviser
Symmetry Partners
Investment Adviser
Pure Financial Advisors
Investment Adviser
Great Gable Advisors Lld
Investment Adviser
Dowling & Yahnke, LLC
Investment Adviser
Park Capital Group Inc
Investment Adviser
Flexible Plan Investments, Ltd.
Investment Adviser
Camberidge Investment Research
Investment Adviser
Signature Estate and Investment
Investment Adviser
Fisher Investments
Investment Adviser
Advantax Advisory Services Inc
Investment Adviser
CliftonLarsonAllen LLP
Recordkeeper
Charles Schwab
Investment Adviser
Stratos Wealth Partners Ltd.
Investment Adviser
Ewg Elevate Inc
Auditor
Ernst & Young

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