Maryann Khinda-Lombardo signed The Permanente Federation, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Permanente Federation, LLC's EIN is 52-2017558.
Download the official 2024 Form 5500 (PDF) for The Permanente Federation, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Permanente Federation, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $14K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Institutional Select Shares Mutual Fund | Common Collective Trusts | — | — | $13.4M | 16.9% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2030 JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $8.8M | 11.1% | |
| VFTC INTEREST INCOME FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715115 / PN 001 | Common Collective Trust | — | — | $8.3M | 10.4% | |
| Vanguard PRIMECAP Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $7.6M | 9.5% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2040 JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $7.3M | 9.1% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2035 JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $5.4M | 6.8% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2025 JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $3.9M | 4.9% | |
| VFTC INST TOTAL BOND MKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $3.6M | 4.5% | |
| JPMORGAN SMRTRET PASSIVE BLEND INC JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $3.2M | 4.0% | |
| Vanguard Institutional Total International Stock Market Index Collective Investment Fund | Common Collective Trusts | — | — | $2.7M | 3.4% | |
| VFTC INST TOT INTL STK MKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $2.7M | 3.4% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2050 JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $2.5M | 3.1% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2045 JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.5% | |
| Vanguard International Growth Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $1.8M | 2.3% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2020 JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $1.7M | 2.2% | |
| Vanguard FTSE Social Index Fund Institutional Shares Mutual Fund | Common Collective Trusts | — | — | $1.7M | 2.1% | |
| Vanguard Core Bond Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $1.5M | 1.9% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $1.4M | 1.8% | |
| Vanguard Brokerage Option Fund Participant-directed brokerage accounts | Self-Directed Brokerage | — | — | $1.1M | 1.3% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2055 JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $977K | 1.2% | |
| Vanguard Global ESG Select Stock Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $440K | 0.6% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2060 JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $60K | <0.1% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| VFTC INST TOTAL STOCK MKT INDEX TR VANGUARD FIDUCARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
