WASHINGTON PERMANENTE MEDICAL GROUP, P.C. 401(k) Plan
What public Form 5500 filings show about the WASHINGTON PERMANENTE MEDICAL GROUP, P.C. 401(k) plan — and how to find and check your own account.
The WASHINGTON PERMANENTE MEDICAL GROUP, P.C. 401(k) on its latest Form 5500
WASHINGTON PERMANENTE MEDICAL GROUP, P.C. (EIN 91-1841629) reports WPMG 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $1.5B in plan assets across 1,654 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 WASHINGTON PERMANENTE MEDICAL GROUP, P.C. filing — schedules, fees, and providers.
Who runs the WASHINGTON PERMANENTE MEDICAL GROUP, P.C. 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WASHINGTON PERMANENTE MEDICAL GROUP, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERCER INVESTMENT MANAGEMENT, ENVESTNET ASSET MANAGEMENT, SCOTT ANDERSON FINANCIAL, NEW HARBOR FINANCIAL GROUP, LEEWARD FINANCIAL PARTNERS, COMMONWEALTH EQUITY SERVICES I.
How to check your WASHINGTON PERMANENTE MEDICAL GROUP, P.C. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask WASHINGTON PERMANENTE MEDICAL GROUP, P.C. 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).