THE PERMANENTE MEDICAL GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the THE PERMANENTE MEDICAL GROUP, INC. 401(k) plan — and how to find and check your own account.
The THE PERMANENTE MEDICAL GROUP, INC. 401(k) on its latest Form 5500
THE PERMANENTE MEDICAL GROUP, INC. (EIN 94-2728480) reports THE PERMANENTE MEDICAL GROUP, INC. SALARY DEFERRAL PLAN on its most recent Form 5500, with $10.1B in plan assets across 22,150 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 THE PERMANENTE MEDICAL GROUP, INC. filing — schedules, fees, and providers.
Who runs the THE PERMANENTE MEDICAL GROUP, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE PERMANENTE MEDICAL GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STATE STREET BANK AND TRUST, TELUS HEALTH, FINANCIAL ENGINES, 1919 INVESTMENT COUNSEL, CAPTIAL ADVANTAGE, CREATIVE PLANNING.
How to check your THE PERMANENTE MEDICAL GROUP, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask THE PERMANENTE MEDICAL GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).