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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 (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

Peer Group Plans

Company Rating
Northwestern Memorial HealthCare 78.7
Inova Health System Foundation 78.0
Memorial Sloan Kettering Cancer Center 77.6
Mount Sinai Medical Center 76.1
National Medical Care 65.9
Hackensack Meridian Health 44.3

Top Industry Articles

Compliance
New Life Expectancy Tables Will Decrease RMDs

The IRS has issued final regulations on mortality tables to be used for calculating required minimum distributions, which reflect longer life expectancies.

November 10, 2020
exclusives
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
June 11, 2020
Practice Management
Adviser Industry Headcount Shows Solid Growth

Data shared by the Investment Adviser Association shows the number of SEC-registered investment advisers continues to grow at a steady pace, reaching yet another record high at the end of 2019.

November 10, 2020
Compliance
What Biden’s Win Means for Retirement Plans

Experts say the president-elect could start the process of shoring up Social Security and embrace ESG investing.

November 19, 2020
exclusives
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
June 9, 2020

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
for Asset Managers

Providers

Plan Service Providers

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First Republic
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Pure Financial Advisors
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Great Gable Advisors Lld
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Dowling & Yahnke, LLC
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Park Capital Group Inc
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Flexible Plan Investments, Ltd.
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Camberidge Investment Research
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Signature Estate and Investment
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Fisher Investments
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CliftonLarsonAllen LLP
Recordkeeper
Charles Schwab
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Stratos Wealth Partners Ltd.
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Ewg Elevate Inc
Auditor
Ernst & Young

Articles and Questions

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Why Do Investment Expenses Matter?
Ryan Alfred

Popular Questions

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