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Original filing (PDF)20251013160555NAL0000812691002
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
Form 5500
FILING_RECEIVED
THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS
401(k) retirement plan
Signals · 2
No recordkeeper disclosed28 service providers
Active participants
18,579
Accounts w/ balance
22,192
Plan assets (EOY)
$6.5B
Net assets (EOY)
$6.5B
How this plan invests
This plan
17 pooled trusts
Schedule D
30 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 SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP.
Plan sponsor
Name
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
EIN
95-1750445
Address
393 E. WALNUT STREET 3RD FLOOR · PASADENA, CA · 91188
Phone
(626) 405-2654
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
28 rowsOther
28Investments
14 direct securities · 17 pooled funds· $6.6B(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.
Common Collective Trust
$3.5B
17 holdings
Uncategorized
$3.1B
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC INST TOT STOCK MARKET VANGUARD FIDUCIARY TRUST CO · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $1.1B | 16.7% | |
| VANGUARD WELLINGTON ADMIRAL SH Mutual Funds | — | — | — | $530.0M | 8.1% | |
| VANGUARD PRIMECAP ADMIRAL Mutual Funds | — | — | — | $454.6M | 7.0% | |
| VFTC INST TOTAL BOND MARKET VANGUARD FIDUCIARY TRUST CO · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $451.5M | 6.9% | |
| VFTC TARGET RET 2040 TR SELECT VANGUARD FIDUCIARY TRUST CO · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $332.4M | 5.1% | |
| VANGUARD US GROWTH ADMIRAL Mutual Funds | — | — | — | $326.3M | 5.0% | |
| VFTC TARGET RET 2045 TR SELECT VANGUARD FIDUCIARY TRUST CO · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $308.3M | 4.7% | |
| STABLE INCOME FUND Guaranteed Investment Contract | — | — | — | $297.6M | 4.6% | |
| VFTC TARGET RET 2035 TR SELECT VANGUARD FIDUCIARY TRUST CO · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $285.8M | 4.4% | |
| PERSONAL CHOICE RETIREMENT ACCOUNT Self-Directed Brokerage Account | — | — | — | $278.8M | 4.3% | |
| VFTC INST TOTAL INTL STOCK MARKET VANGUARD FIDUCIARY TRUST CO · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $234.9M | 3.6% | |
| VFTC TARGET RET 2050 TR SELECT VANGUARD FIDUCIARY TRUST CO · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $233.1M | 3.6% | |
| VANGUARD SM CAP INSTL PLUS Mutual Funds | — | — | — | $232.1M | 3.6% | |
| VANGUARD INTL GROWTH ADMIRAL Mutual Funds | — | — | — | $230.5M | 3.5% | |
| VANGUARD VALUE INDEX INSTL Mutual Funds | — | — | — | $186.9M | 2.9% | |
| VFTC TARGET RET 2030 TR SELECT VANGUARD FIDUCIARY TRUST CO · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $185.5M | 2.8% | |
| VANGUARD FTSE SOCIAL INSTL Mutual Funds | — | — | — | $157.0M | 2.4% | |
| AMERICAN FUNDS CAP WLD G&I R6 Mutual Funds | — | — | — | $144.4M | 2.2% | |
| VANGUARD MID CAP VALUE IDX ADM Mutual Funds | — | — | — | $129.0M | 2.0% | |
| VFTC TARGET RET 2025 TR SELECT VANGUARD FIDUCIARY TRUST CO · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $123.8M | 1.9% | |
| VFTC TARGET RET 2055 TR SELECT VANGUARD FIDUCIARY TRUST CO · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $87.5M | 1.3% | |
| T ROWE PRICE INTL SMALL-CAP EQ TR T ROWE PRICE TRUST COMPANY · EIN 36-7612285 / PN 001 | Common Collective Trust | — | — | $54.3M | 0.8% | |
| VANGUARD TGT RET INCOME TRUST Common Collective Trust | — | — | — | $41.9M | 0.6% | |
| VFTC TARGET RET INC TR SELECT VANGUARD FIDUCIARY TRUST CO · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $41.9M | 0.6% | |
| VFTC TARGET RET 2020 TR SELECT VANGUARD FIDUCIARY TRUST CO · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $37.1M | 0.6% | |
| VFTC TARGET RET 2060 TR SELECT VANGUARD FIDUCIARY TRUST CO · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $32.8M | 0.5% | |
| maturing through January 2040 $0 | — | — | — | $32.5M | 0.5% | |
| VANGUARD MDCP GRTH INDEX ADM Mutual Funds | — | — | — | $24.3M | 0.4% | |
| VFTC TARGET RET 2065 TR SELECT VANGUARD FIDUCIARY TRUST CO · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $9.2M | 0.1% | |
| VFTC TARGET RET 2070 TR SELECT VANGUARD FIDUCIARY TRUST CO · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $3.2M | <0.1% | |
| TGT RET INC AND GROWTH SELECT VANGUARD FIDUCIARY TRUST CO · EIN 87-6429754 / PN 001 | Common Collective Trust | — | — | $2.1M | <0.1% |