What public Form 5500 filings show about the Southern California Permanente Medical Group 401(k) plan — and how to find and check your own account.
Southern California Permanente Medical Group (EIN 95-1750445) reports THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS on its most recent Form 5500, with $6.9B in plan assets across 20,783 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Southern California Permanente Medical Group filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Southern California Permanente Medical Group 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FINANCIAL ENGINES, ENVESTNET ASSET MANAGEMENT, CHARLES SCHWAB & CO, BAKER TILLY US LLP, SEYFARTH SHAW LLP, FINANCIAL ENGINES ADVISORS.
