Kaiser Permanente Supplemental Savings And Retirement Plan For Scpmg
Sponsored by Southern California Permanente Medical Group · EIN 951750445 · Plan #030
- Total assets
- $899M
- Net assets
- $899M
- Active participants
- 6,474
- With balances
- 9,647
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
| Angeles Investment Advisors, Llc. CRD 110213 | fuzzy_auto · 98% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines Inc | Investment management, Direct payment from the plan | $517,534 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $36,834 |
| Angeles Investment Advisors Ll | Investment management, Legal, Direct payment from the plan | $31,076 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $25,456 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $11,750 |
| Seyfarth Shaw Llp | Legal, Direct payment from the plan | $5,120 |
| Charles Schwab & Co., Inc | Securities brokerage, Direct payment from the plan, Float revenue | $1,462 |