Southern California Permanente Medical Group
Form 5500 DataOverview
Plan Description
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Plan Details
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 393 E Walnut Street
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LocationPasadena , CA91188-0001
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IndustryOffices of Physicians (except Mental Health Specialists)
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AdministratorAnne Lurch
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SponsorKathleen Pomeroy
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Net Plan Assets$4,800,000,000
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Total Participants10,000
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Avg Account Balance$640,000
Plan Components
Component Ratings
Design
Performance
Design
Performance
Peer Group Plans
Company | Rating |
---|---|
Stanford Health Care | 86.0 |
The Permanente Medical Group | 83.6 |
Kaiser Foundation Health Plan | 78.3 |
Memorial Sloan Kettering Cancer Center | 77.6 |
Advocate Aurora Health | 71.9 |
Quest Diagnostics | 69.6 |
Top Industry Articles
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Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
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Vanguard Group Target Retirement | 22% |
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Self-Directed Brokerage Accounts | 21% |
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BlackRock US Equity Market Fund | 12% |
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100%
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100%
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100%
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100%
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View all funds in this plan
Providers
Plan Service Providers
SERVICE | PROVIDER |
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Investment Adviser
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HighTower Advisors, LLC
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Investment Adviser
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Reilly Financial Advisors LLC
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Investment Adviser
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Elevage Partners LLC
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Investment Adviser
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Kayne Anderson Rudnick Investment Management, LLC
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Investment Adviser
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Axxcess Wealth Management LLC
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Investment Adviser
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Signature Investment Advisors
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Investment Adviser
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Osher Van De Voorde Investment
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Investment Adviser
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Newport Financial Advisors Inc.
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Investment Adviser
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Larson Financial Group
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Investment Adviser
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Wetherby Asset Management
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Investment Adviser
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Jaffe Asset Management LLC
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Investment Adviser
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Measured Risk Portfolios
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Investment Adviser
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Western Int'L Secourities Inc
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Investment Adviser
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Gould Asset Management LLC
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Investment Adviser
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Jackson Financial Management
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Investment Adviser
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Gordon Asset Management, LLC (NC)
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Investment Adviser
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Halbert Hargrove
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Investment Adviser
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Steel Peak Wealth Mgmt LLC
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Investment Adviser
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Pimco
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Investment Adviser
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Blankinship & Foster LLP
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Investment Adviser
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Finanical Engines Advisors LLC
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Investment Adviser
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Sowell Financial Services LLC
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Investment Adviser
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Portfolio Solutions LLC
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Investment Adviser
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Pacific Capital Wealth Advisor
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Investment Adviser
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Elm Money Management, LLC
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Investment Adviser
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Independent Financial Group, LLC
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Investment Adviser
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Empirical Financial Services
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Investment Adviser
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Efficient Market Advisors
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Investment Adviser
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Kestra Advisory Services, LLC
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Investment Adviser
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Cerda Munoz Advisors Inc
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Investment Adviser
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Callan Capital LLC
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Investment Adviser
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Lido Advisors LLC
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Investment Adviser
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Matson Money, Inc
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Investment Adviser
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First Republic
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Investment Adviser
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Miracle Mile Advisors LLC
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Investment Adviser
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Mercer Advisors
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Investment Adviser
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Buckingham Strategic Partners
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Investment Adviser
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First Foundation Advisor
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Investment Adviser
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Check Capital Mgmt
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Investment Adviser
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CLS Investments
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Investment Adviser
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Creative Planning, Inc.
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Investment Adviser
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Symmetry Partners
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Investment Adviser
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Pure Financial Advisors
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Investment Adviser
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Great Gable Advisors Lld
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Investment Adviser
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Dowling & Yahnke, LLC
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Investment Adviser
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Park Capital Group Inc
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Investment Adviser
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Flexible Plan Investments, Ltd.
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Investment Adviser
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Camberidge Investment Research
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Investment Adviser
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Signature Estate and Investment
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Investment Adviser
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Fisher Investments
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Investment Adviser
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Advantax Advisory Services Inc
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Investment Adviser
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CliftonLarsonAllen LLP
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Recordkeeper
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Charles Schwab
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Investment Adviser
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Stratos Wealth Partners Ltd.
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Investment Adviser
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Ewg Elevate Inc
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Auditor
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Ernst & Young
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Articles and Questions

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