Jackie Cooperstein signed Southern California Permanente Medical Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern California Permanente Medical Group's EIN is 95-1750445.
Download the official 2024 Form 5500 (PDF) for Southern California Permanente Medical Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern California Permanente Medical Group's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| SCPMG MASTER TRUST SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP · EIN 87-1707526 / PN 001 | Master Trust | $7.9B | 100.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES, IN | 34-1479833 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | NONE | $54K | — |
| CAMBRIDGE INVESTMENT RESEARCH | 39-1897480 | — | NONE | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES INC | 94-3250323 | — | NONE | $2.2M | — |
| EWG ELEVATE INC | 82-3365869 | — | NONE | $772K | — |
| SIGNATURE ESTATE & INVESTMENT | 95-4806910 | — | NONE | $188K | — |
| STRATOS WEALTH PARTNERS LTD | 27-5273468 | — | NONE | $185K | — |
| LMCG INVESTMENTS LLC | 27-0282607 | — | NONE | $139K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $135K | — |
| CREATIVE PLANNING LLC |
| 43-1270780 |
| — |
| NONE |
| $133K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $114K | — |
| AVANTAX ADVISORY SERVICES INC | 75-2176682 | — | NONE | $111K | — |
| CLIFTONLARSONALLEN | 41-1803291 | — | NONE | $89K | — |
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | NONE | $51K | — |
| ALPHACORE CAPITAL LLC | 47-2314998 | — | NONE | $48K | — |
| HALBERT HARGROVE GLOBAL ADVISO | 33-0804608 | — | NONE | $40K | — |
| PARK CAPITAL GROUP INC | 46-1311416 | — | NONE | $40K | — |
| BRINKER CAPITAL INVESTMENTS LL | 32-0070947 | — | NONE | $29K | — |
| STEELPEAK WEALTH LLC | 46-1173026 | — | NONE | $25K | — |
| AXXCESS WEALTH MANAGEMENT LLC | 35-2436156 | — | NONE | $23K | — |
| SYMMETRY PARTNERS | 06-1482171 | — | NONE | $23K | — |
| FLEXIBLE PLAN INVESTMENTS LTD | 38-2340348 | — | NONE | $20K | — |
| KAYNE ANDERSON RUDNICK | 95-4575414 | — | NONE | $20K | — |
| PACIFIC GLOBAL INVESTMENT MANA | 95-4351611 | — | NONE | $17K | — |
| LPL FINANCIAL LLC | 04-3046611 | — | NONE | $17K | — |
| FINANCIAL MANAGEMENT NETWORK | 33-0490707 | — | NONE | $16K | — |
| CHEVIOT VALUE MANAGEMENT LLC | 01-0932564 | — | NONE | $16K | — |
| CERITY PARTNERS LLC | 27-1180831 | — | NONE | $16K | — |
| JP MORGAN PRIVATE WEALTH ADVIS | 81-3858870 | — | NONE | $15K | — |
| EMPIRICAL FINANCIAL SERVICES L | 27-2114998 | — | NONE | $13K | — |
| MATSON MONEY INC | 31-1334658 | — | NONE | $13K | — |
| FISCHER INVESTMENT STRATEGIES | 45-3580617 | — | NONE | $13K | — |
| INDEPENDENT FINANCIAL GROUP LL | 71-0927304 | — | NONE | $13K | — |
| COLORADO FINANCIAL SERVICE COR | 26-1855173 | — | NONE | $12K | — |
| LARSON FINANCIAL GROUP LLC | 20-4773945 | — | NONE | $12K | — |
| ELM MONEY MANAGEMENT LLC | 27-0732915 | — | NONE | $12K | — |
| 25 LLC | 82-1733709 | — | NONE | $12K | — |
| MARRICK WEALTH | 45-5627349 | — | NONE | $12K | — |
| VANTAGE WEALTH | 95-4533363 | — | NONE | $12K | — |
| ASPIRIANT LLC | 26-1518255 | — | NONE | $12K | — |
| WESTERN INT'L SECURITIES INC | 84-1314321 | — | NONE | $11K | — |
| CALLAN CAPITAL LLC | 20-8228510 | — | NONE | $10K | — |
| OAK HARVEST INVESTMENT SERVICE | 30-0844609 | — | NONE | $9K | — |
| PRIVATE MANAGEMENT GROUP INC | 33-0151740 | — | NONE | $8K | — |
| MOTLEY FOOL WEALTH MANAGEMENT | 26-3335778 | — | NONE | $7K | — |
| MEASURED RISK PORTFOLIOS, INC | 04-3612052 | — | NONE | $7K | — |
| MARINER PLATFORM SOLUTIONS LLC | 84-3582920 | — | NONE | $6K | — |
| PLANCORP LLC | 27-2717447 | — | NONE | $6K | — |
| MONETA GROUP INVESTMENT ADV | 20-1903821 | — | NONE | $5K | — |
| RWA WEALTH PARTNERS LLC | 27-4946566 | — | NONE | $5K | — |
