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 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Mutual Funds | — | — | $530.0M | 8.1% | |
| VANGUARD PRIMECAP ADMIRAL Mutual Funds | 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 | 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 | Stable Value | — | — | $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 | Self-Directed Brokerage | — | — | $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 | Mutual Funds | — | — | $232.1M | 3.6% | |
| VANGUARD INTL GROWTH ADMIRAL Mutual Funds | Mutual Funds | — | — | $230.5M | 3.5% | |
| VANGUARD VALUE INDEX INSTL Mutual Funds | 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 | Mutual Funds | — | — | $157.0M | 2.4% | |
| AMERICAN FUNDS CAP WLD G&I R6 Mutual Funds | Mutual Funds | — | — | $144.4M | 2.2% | |
| VANGUARD MID CAP VALUE IDX ADM Mutual Funds | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Other securities | — | — | $32.5M | 0.5% | |
| VANGUARD MDCP GRTH INDEX ADM Mutual Funds | 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES ADVISORS LLC | 77-0473565 | — | NONE | $29K | — |
| AT INVESTMENT ADVISERS INC | 20-0822261 | — | NONE | $27K | — |
| ANGELES INVESTMENT ADVISORS LL | 95-4839031 | — | NONE | $21K | — |
| ONE CAPITAL MANAGEMENT LLC | 95-4873328 | — | NONE | $17K | — |
| FIRST NATIONAL ADVISORS LLC | 04-2541452 | — | NONE | $14K | — |
| JP MORGAN PRIVATE WEALTH ADVISOR | 81-3858870 | — | NONE | $13K | — |
| CERDA MUNOZ ADVISORS INC | 46-4459677 | — | NONE | $11K | — |
| EP WEALTH ADVISORS LLC | 33-0152539 | — | NONE | $10K | — |
| VESTIA ADVISORS LLC | 82-1828832 | — | NONE | $8K | — |
| MIRACLE MILE ADVISORS LLC | 20-8196553 | — | NONE | $8K | — |
| OPTIMA CAPITAL MANAGEMENT LLC | 84-3178156 | — | NONE | $8K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES INC. | 94-3250323 | — | NONE | $1.9M | — |
| EWG ELEVATE INC | 82-3365869 | — | NONE | $28K | — |
| DESTINATION WEALTH MANAGEMENT | 56-2326959 | — | NONE | $26K | — |
| MOSS ADAMS LLP | 91-0189318 | — | NONE | $21K | — |
| SEYFARTH SHAW LLP | 36-2152202 | — | NONE | $14K | — |
| CAPITAL INSIGHT PARTNERS LLC | 90-0493567 | — | NONE | $14K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $11K | — |
| SIGNATURE ESTATE & INVESTMENT | 95-4806910 | — | NONE | $11K | — |
| THE RICE PARTNERSHIP LLC | 81-0671115 | — | NONE | $10K | — |
| THE HELMSTAR GROUP LLC | 20-3971014 | — | NONE | $9K | — |
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | NONE | $6K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $6K | — |
| THE RETIREMENT PLANNING GROUP | 92-3463660 | — | NONE | $5K | — |
| LEE FINANCIAL GROUP HAWAII INC | 99-0263125 | — | NONE | $5K | — |
