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Southern California Permanente Medical Group

Form 5500 Data

Overview Plan Components Investments Providers Articles & Questions

Southern California Permanente Medical Group

Form 5500 Data

Overview Plan Components Investments Providers Articles & Questions

Overview

Plan Rating

BrightScope Rating

Lowest Rating in Peer Group

Average Rating in Peer Group

Highest Rating in Peer Group

0102030405060708090100

Lowest in Peer Group (36)

Average in Peer Group (71)

Highest in Peer Group (91)

Plan Description

SCPMG Keogh Plan is a defined contribution plan. This plan has a BrightScope Rating of 88, 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 7,300 active participants and over $3.0B in plan assets.

Did you know?

For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (88) and the top rated plan (91) could equate to:

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

Location

Pasadena , CA

Industry

Offices of Physicians (except Mental Health Specialists)
Administrator

Sonya Silva
Sponsor

Kathleen Pomeroy
Net Plan Assets

$3,000,000,000
Total Participants

7,300
Avg Account Balance

$480,000

Plan Components

Component Ratings

All Plans

Same Size ($500M+)

Design

Total Plan Cost:

Lowest Fees

Company Generosity:

Poor

Performance

Participation Rate:

Average

Salary Deferrals:

Great

Account Balance:

Great

Design

Total Plan Cost:

Lowest Fees

Company Generosity:

Poor

Performance

Participation Rate:

Below Avg.

Salary Deferrals:

Great

Account Balance:

Great

Peer Group Plans

Company	Rating
The Permanente Medical Group	82.8
Stanford Health Care	82.4
Memorial Sloan Kettering Cancer Center	77.3
Kaiser Foundation Health Plan	77.0
Express Scripts	74.9
Mount Sinai Hospital	70.0

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Investments

Investment Menu Stats

# of Investment Options

30

(Plan Average: 20)

Largest Funds in this Plan	Allocation of Assets	1 YR Rank in Category
Self-Directed Brokerage Accounts	25%	N/A
Vanguard Group Target Retirement	13%	N/A
Barclays US Equities Market Fund	11%	N/A
Fund hidden		100%
Fund hidden		100%
Fund hidden		100%
Fund hidden		100%

View all funds in this plan

for Advisors|for Asset Managers

Providers

Plan Service Providers

SERVICE	PROVIDER
Investment Adviser	Ailsa Capital, Inc.
Investment Adviser	Jaffe Asset Management LLC
Investment Adviser	Newport Financial Advisors Inc
Investment Adviser	R Squared Financial LLC
Investment Adviser	Financial West Investment Grou
Investment Adviser	Larson Financial Group
Investment Adviser	Gould Asset Management LLC
Investment Adviser	Ken,Stern and Associates
Investment Adviser	The Institute for Wealth Management
Investment Adviser	Horizon Asset Management, LLC
Investment Adviser	KeyBank
Investment Adviser	Yosemite Capital Management
Investment Adviser	Stonemark Wealth Mgmt
Investment Adviser	CLS Investments
Investment Adviser	Concert Wealth Management
Investment Adviser	EP Wealth Advisors, Inc.
Investment Adviser	Pimco
Investment Adviser	Miracle Mile Advisors LLC
Investment Adviser	HK Financial
Investment Adviser	Pacific Capital Wealth Advisor
Investment Adviser	Portfolio Solutions LLC
Investment Adviser	Private Asset Management, Inc.
Investment Adviser	Check Capital Mgmt
Investment Adviser	Abundance Technologies, Inc.
Investment Adviser	First Republic
Investment Adviser	Efficient Market Advisors
Investment Adviser	Mullen Advisory, Inc.
Investment Adviser	Loring Ward Securities, Inc.
Investment Adviser	Focus Point Solutions, Inc.
Investment Adviser	RS Crum, Inc.
Investment Adviser	Dowling & Yahnke, LLC
Investment Adviser	Symmetry Partners
Investment Adviser	First Foundation Inc.
Investment Adviser	Pure Financial Advisors
Investment Adviser	Independent Financial Group, LLC
Investment Adviser	Stratos Wealth Partners
Investment Adviser	Fisher Investments
Investment Adviser	Signature Estate and Investment
Recordkeeper	Charles Schwab
Administration	Robeco Investment Management, Inc.
Administration	Financial Engines
Auditor	Ernst & Young

Articles and Questions

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