AUMdb

The Permanente Medical Group, Inc. Salary Deferral Retirement Plan

Sponsored by The Permanente Medical Group, Inc. · EIN 942728480 · Plan #023

Total assets
$205M
Net assets
$205M
Active participants
388
With balances
454

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Vanguard Advisers Inc. Investment advisory (participants) $27,077
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $2,506