Washington Permanente Medical Group Cash Balance Pension Plan
Sponsored by Washington Permanente Medical Group · EIN 911841629 · Plan #003
- Total assets
- $137M
- Net assets
- $137M
- Active participants
- 1,092
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mercator Investment Management Llc CRD 296809 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $87,602 |
| Milliman | Actuarial, Direct payment from the plan, Recordkeeping fees | $72,173 |
| Mercer Investment Management | Investment management, Direct payment from the plan | $5,733 |