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WEATHERLY ASSET MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
11
Active participants
39,228
Total plan assets
$25.8B
Filings (rows)
11
Direct comp
$241K
Indirect comp
$0

SERVICES PROVIDED

Other10
Advisor / Consultant1

Top plans served

All 11 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
PASADENA, CA
Other
NONE
11,088$7.9B$15K
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
PASADENA, CA
Other
NONE
10,636$6.8B$13K
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
PASADENA, CA
Other
NONE
10,078$5.6B$26K
WASHINGTON PERMANENTE MEDICAL GROUP, P.C.
WPMG 401(K) RETIREMENT SAVINGS PLAN
RENTON, WA
Other
NONE
1,713$1.3B$6K
WASHINGTON PERMANENTE MEDICAL GROUP, P.C.
WPMG 401(K) RETIREMENT SAVINGS PLAN
RENTON, WA
Other
NONE
1,760$1.1B$24K
SCRIPPS CLINIC MEDICAL GROUP, INC.
SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN
LA JOLLA, CA
Other
NONE
1,073$962.1M$45K
SCRIPPS CLINIC MEDICAL GROUP, INC.
SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN
LA JOLLA, CA
Other
NONE
1,136$834.8M$38K
SCRIPPS CLINIC MEDICAL GROUP, INC.
SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN
LA JOLLA, CA
Other
NONE
1,102$661.1M$38K
ANESTHESIA SERVICE MEDICAL GROUP, INC.
ANESTHESIA SERVICE MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN TRUST
SAN DIEGO, CA
Advisor / Consultant
INVESTMENT ADVISOR
251$322.0M$14K
SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC.
SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN
SAN DIEGO, CA
Other
NONE
162$126.4M$5K
SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC.
SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN
SAN DIEGO, CA
Other
NONE
229$121.2M$17K