Back to filter
Original filing (PDF)20251008112839NAL0005479537002
SCRIPPS CLINIC MEDICAL GROUP, INC.
Form 5500
FILING_RECEIVED
SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 3
37% in single holdingNo recordkeeper disclosed24 service providers
Active participants
1,073
Accounts w/ balance
1,264
Plan assets (EOY)
$962.1M
Net assets (EOY)
$962.1M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
81
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "PCRA Self-Directed Brokerage Account" is 37% of plan.
- 17 bps in Schedule C fees — 176% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCRIPPS CLINIC MEDICAL GROUP, INC..
Plan sponsor
Name
SCRIPPS CLINIC MEDICAL GROUP, INC.
EIN
95-2885574
Address
10666 NORTH TORREY PINES ROAD · MAILDROP-MS129 · LA JOLLA, CA · 92037
Phone
(858) 554-8500
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HUTCHINSON & BLOODGOOD LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
24 rowsOther
24Investments
32 direct securities· $941.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | — | — | — | $360.5M | 37.5% | |
| ETF (SCHZ) SCH US AGGREGATE BD Registered Investment Company | — | — | — | $91.3M | 9.5% | |
| ETF (SCHB) SCH US BROAD MARKET Registered Investment Company | — | — | — | $77.0M | 8.0% | |
| ETF (SCHG) SCH US LG CAP GRTH Registered Investment Company | — | — | — | $53.8M | 5.6% | |
| ETF (SCHF) SCH INTL EQ Registered Investment Company | — | — | — | $46.7M | 4.9% | |
| ETF (SCHX) SCH US LARGE CAP Registered Investment Company | — | — | — | $41.4M | 4.3% | |
| ETF (SCHV) SCH US LG CAP VAL Registered Investment Company | — | — | — | $31.2M | 3.2% | |
| ETF (VCSH) VGD S-T CORP BD IDX Registered Investment Company | — | — | — | $28.5M | 3.0% | |
| ETF (SCHP) SCH US TIPS Registered Investment Company | — | — | — | $22.9M | 2.4% | |
| ETF (VTIP) VGD SHTM INF PROSEC Registered Investment Company | — | — | — | $20.9M | 2.2% | |
| ETF (VBR) VGD SMALL CAP VAL Registered Investment Company | — | — | — | $17.9M | 1.9% | |
| ETF (SCHM) SCH US MID CAP Registered Investment Company | — | — | — | $13.9M | 1.4% | |
| ETF (IGOV) ISH INTL TREAS BD Registered Investment Company | — | — | — | $13.8M | 1.4% | |
| ETF (SCHA) SCH US SMALL CAP Registered Investment Company | — | — | — | $13.6M | 1.4% | |
| ETF (VNQ) VGD REIT INDEX Registered Investment Company | — | — | — | $13.4M | 1.4% | |
| ETF (VOT) VGD MID CAP GROWTH Registered Investment Company | — | — | — | $11.0M | 1.1% | |
| ETF (VOE) VGD MID CAP VALUE Registered Investment Company | — | — | — | $10.1M | 1.0% | |
| ETF (VBK) VGD SMALL CAP GRTH Registered Investment Company | — | — | — | $9.0M | 0.9% | |
| ETF (EFG) ISH MSCI EAFE GROWT Registered Investment Company | — | — | — | $8.8M | 0.9% | |
| ETF (HYG) ISH IBOX HIYLD CORBD Registered Investment Company | — | — | — | $8.7M | 0.9% | |
| ETF (PCY) INVESCO EMERMKTSOVDB Registered Investment Company | — | — | — | $8.5M | 0.9% | |
| SCHWAB BANK SAVINGS Money Market / Cash Equivalent | — | — | — | $7.8M | 0.8% | |
| ETF (SCHR) SCH INT TERM USTRSY Registered Investment Company | — | — | — | $7.6M | 0.8% | |
| ETF (VGSH) VGD ST TERM GOVT BD Registered Investment Company | — | — | — | $5.7M | 0.6% | |
| ETF (GSG) ISH SP GSCI CI TRUST Registered Investment Company | — | — | — | $5.3M | 0.5% | |
| ETF (VNQI) VGD GLB REAL ESTATE Registered Investment Company | — | — | — | $3.8M | 0.4% | |
| ETF (EFV) ISH MSCI EAFE VAL Registered Investment Company | — | — | — | $2.4M | 0.2% | |
| ETF (IAU) ISH GOLD TRUST Registered Investment Company | — | — | — | $2.3M | 0.2% | |
| ETF (SCZ) ISH MSCI EAFE SMCAP Registered Investment Company | — | — | — | $2.1M | 0.2% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $782K | <0.1% | |
| ETF (SLV) ISH SILVER TRUST Registered Investment Company | — | — | — | $620K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $12K | <0.1% |