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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
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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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Private Asset Management, Inc.
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Gould Asset Management LLC
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Jackson Financial Management
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Larson Financial Group
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Blankinship & Foster LLP
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Halbert Hargrove
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Financial Engines
Investment Adviser
First Foundation Inc.
Investment Adviser
Sowell Financial Services LLC
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Pimco
Investment Adviser
Pacific Capital Wealth Advisor
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Elm Money Management, LLC
Investment Adviser
Portfolio Solutions LLC
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Loring Ward Securities, Inc.
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Horizon Asset Management, LLC
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Ken,Stern and Associates
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Efficient Market Advisors
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First Republic
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Miracle Mile Advisors LLC
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Mercer Advisors
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Matson Money, Inc
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Check Capital Mgmt
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CLS Investments
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Independent Financial Group, LLC
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Pure Financial Advisors
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Symmetry Partners
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Dowling & Yahnke, LLC
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Flexible Plan Investments, Ltd.
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Fisher Investments
Investment Adviser
Signature Estate and Investment
Investment Adviser
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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