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Original filing (PDF)20251028133012NAL0006219299001
WASHINGTON PERMANENTE MEDICAL GROUP, P.C.
Form 5500
FILING_RECEIVED
WPMG 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed23 service providers
Active participants
1,654
Accounts w/ balance
2,248
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
7 pooled trusts
Schedule D
58 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WASHINGTON PERMANENTE MEDICAL GROUP, P.C..
Plan sponsor
Name
WASHINGTON PERMANENTE MEDICAL GROUP, P.C.
EIN
91-1841629
Address
WPMG ADMINISTRATION · RCR-A3W-16, PO BOX 9010 · RENTON, WA · 980579010
Phone
(206) 630-4370
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
WASHINGTON PERMANENTE MEDICAL GROUP RETIREMENT COMMITTEE
EIN
91-1841629
City
RENTON, WA
Phone
(206) 630-4370
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
23 rowsOther
23Investments
51 direct securities · 7 pooled funds· $1.5B(100% of reported assets)
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.
Uncategorized
$1.0B
51 holdings
Common Collective Trust
$491.4M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EQUITY INDEX FUND J BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 35-2439538 / PN 001 | Common Collective Trust | — | — | $264.3M | 18.0% | |
| Individually Directed Portfolios Self-Directed Brokerage Accounts | — | — | — | $246.4M | 16.8% | |
| AMERICAN FUNDS TRGTDT 2035 R6 Registered Investment Company | — | — | — | $91.6M | 6.2% | |
| AMERICAN FUNDS TRGTDT 2030 R6 Registered Investment Company | — | — | — | $84.1M | 5.7% | |
| T ROWE PRICE LARGE CAP GRWTH I Registered Investment Company | — | — | — | $79.0M | 5.4% | |
| AMERICAN FUNDS TRGTDT 2040 R6 Registered Investment Company | — | — | — | $68.5M | 4.7% | |
| AMERICAN FUNDS TRGTDT 2025 R6 Registered Investment Company | — | — | — | $63.3M | 4.3% | |
| AMERICAN FUNDS TRGTDT 2045 R6 Registered Investment Company | — | — | — | $59.8M | 4.1% | |
| DODGE & COX STOCK FUND Registered Investment Company | — | — | — | $51.4M | 3.5% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $50.6M | 3.4% | |
| AMERICAN FUNDS TRGTDT 2050 R6 Registered Investment Company | — | — | — | $44.8M | 3.1% | |
| BLACKROCK MSCI ACWI EX-US INDEX NL BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4431141 / PN 001 | Common Collective Trust | — | — | $42.2M | 2.9% | |
| BLACKROCK EXTENDED EQTY MKT K Collective Trust | — | — | — | $40.6M | 2.8% | |
| EXTENDED EQUITY MARKET FUND K BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3199860 / PN 001 | Common Collective Trust | — | — | $40.6M | 2.8% | |
| AMERICAN FUNDS TRGTDT 2020 R6 Registered Investment Company | — | — | — | $37.0M | 2.5% | |
| BLACKROCK US DEBT INDEX NL M BLACKROCK · EIN 94-3112180 / PN 001 | Common Collective Trust | — | — | $37.0M | 2.5% | |
| GALLIARD STABLE RETURN FUND E1 SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $36.7M | 2.5% | |
| AMERICAN FUNDS TRGTDT 2010 R6 Registered Investment Company | — | — | — | $31.1M | 2.1% | |
| DFA US SMALL CAP VALUE PORT Registered Investment Company | — | — | — | $23.8M | 1.6% | |
| AMERICAN FUNDS TRGTDT 2055 R6 Registered Investment Company | — | — | — | $21.0M | 1.4% | |
| AMERICAN FUNDS TRGTDT 2015 R6 Registered Investment Company | — | — | — | $20.7M | 1.4% | |
| ACADIAN ALL CTRY WRLD EXUS EQF ACADIAN ASSET MANAGEMENT LLC · EIN 04-2929221 / PN 004 | Common Collective Trust | — | — | $20.0M | 1.4% | |
| CONESTOGA SMCAP INSTITUTIONAL Registered Investment Company | — | — | — | $18.1M | 1.2% | |
| NORTHERN GLOBAL SUS INDEX I Registered Investment Company | — | — | — | $9.2M | 0.6% | |
| PIMCO ALL ASSET INSTL Registered Investment Company | — | — | — | $6.9M | 0.5% | |
| NUVEEN CORE IMPACT BOND R6 Registered Investment Company | — | — | — | $5.5M | 0.4% | |
| MIROVA GLBL SUSTAINABLE EQTY Y Registered Investment Company | — | — | — | $5.0M | 0.3% | |
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $3.6M | 0.2% | |
| AMERICAN FUNDS TRGTDT 2065 R6 Registered Investment Company | — | — | — | $2.5M | 0.2% | |
| maturing through June 2043 0 | — | — | — | $2.3M | 0.2% | |
| VANGUARD TARGET RETIREMNT 2050 Registered Investment Company | — | — | — | $1.6M | 0.1% | |
| VANGUARD TARGET RETIREMNT 2045 Registered Investment Company | — | — | — | $1.4M | <0.1% | |
| FIDELITY LARGE CAP GROWTH IDX Registered Investment Company | — | — | — | $1.4M | <0.1% | |
| AMERICAN FUNDS TRGTDT 2060 R6 Registered Investment Company | — | — | — | $1.2M | <0.1% | |
| VANGUARD TARGET RETIREMNT 2040 Registered Investment Company | — | — | — | $725K | <0.1% | |
| VANGUARD TARGET RETIREMNT 2060 Registered Investment Company | — | — | — | $563K | <0.1% | |
| VANGUARD TARGET RETIREMNT 2035 Registered Investment Company | — | — | — | $414K | <0.1% | |
| FIDELITY INTERNATIONAL INDEX Registered Investment Company | — | — | — | $357K | <0.1% | |
| BLACKROCK MIDCAP GROWTH EQ I Registered Investment Company | — | — | — | $342K | <0.1% | |
| PUTNAM EQUITY INCOME FUND Y Registered Investment Company | — | — | — | $341K | <0.1% | |
| VANGUARD TARGET RETIREMNT 2030 Registered Investment Company | — | — | — | $301K | <0.1% | |
| VANGUARD FED MONEY MARKET FUND Money Market / Cash Equivalent | — | — | — | $230K | <0.1% | |
| FIDELITY MID CAP INDEX Registered Investment Company | — | — | — | $205K | <0.1% | |
| AMERICAN FUNDS NEW WORLD R6 Registered Investment Company | — | — | — | $190K | <0.1% | |
| VIRTUS KAR SM CAP GRWTH R6 Registered Investment Company | — | — | — | $181K | <0.1% | |
| FIDELITY US BOND INDEX Registered Investment Company | — | — | — | $178K | <0.1% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $170K | <0.1% | |
| PARTICIPANT LOANS (9.00% - 9.50%) | — | — | — | $165K | <0.1% | |
| AMCENT SMALL CAP VALUE R6 Registered Investment Company | — | — | — | $148K | <0.1% | |
| MFS MID CAP VALUE R6 Registered Investment Company | — | — | — | $108K | <0.1% | |
| VANGUARD TRSY MONEY MKT INVSTR Money Market Fund | — | — | — | $94K | <0.1% | |
| PGIM HIGH YIELD R6 Registered Investment Company | — | — | — | $86K | <0.1% | |
| VANGUARD TARGET RETIREMNT 2065 Registered Investment Company | — | — | — | $79K | <0.1% | |
| COHEN & STEERS REAL ESTATE Z Registered Investment Company | — | — | — | $55K | <0.1% | |
| NUVEEN LARGE CAP RESP EQ R6 Registered Investment Company | — | — | — | $53K | <0.1% | |
| AMERICAN FUND INFLTN LNKD BD Registered Investment Company | — | — | — | $48K | <0.1% | |
| VANGUARD TARGET RETMT INCOME Registered Investment Company | — | — | — | $47K | <0.1% | |
| AMERICAN FDS CAP WORLD BD R6 Registered Investment Company | — | — | — | $4K | <0.1% |