AUMdb

The Permanente 401(k) Retirement Plan

Sponsored by The Permanente Federation, Llc · EIN 522017558 · Plan #003

Total assets
$79.7M
Net assets
$79.7M
Active participants
152
With balances
235

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) $13,842
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $2,405