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Original filing (PDF)20251009155709NAL0003731139001
NORTHWEST PERMANENTE, P.C.
Form 5500
FILING_RECEIVED
NORTHWEST PERMANENTE, P.C. RETIREMENT PLAN FOR CLERICAL EMP. - MPP ASPECT
Defined-contribution retirement plan
Signals · 1
98% in single holding
Active participants
255
Accounts w/ balance
303
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Various (includes Registered Investment Companies, Self Interest Held in Master Trust Directed Brokerage, etc.)" is 98% of plan.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHWEST PERMANENTE, P.C..
Plan sponsor
Name
NORTHWEST PERMANENTE, P.C.
EIN
93-0698548
Address
KAISER PERMANENTE BUILDING · 500 NE MULTNOMAH STREET, SUITE 100 · PORTLAND, OR · 972322099
Phone
(503) 813-3871
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Investments
3 direct securities · 1 pooled fund· $22.5M(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
$11.3M
3 holdings
Master Trust
$11.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various (includes Registered Investment Companies, Self Interest Held in Master Trust Directed Brokerage, etc.) | — | — | — | $11.1M | 99.0% | |
| NORTHWEST PERMANENTE, P.C. MT NORTHWEST PERMANENTE, P.C. · EIN 93-0698548 / PN 007 | Master Trust | — | — | $11.1M | 99.0% | |
| maturing through December 2029 -0- | — | — | — | $107K | 1.0% | |
| Participant Loans Participant Loans | — | — | — | $107K | 1.0% |
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