Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE PERMANENTE FEDERATION, LLC
EIN 52-2017558medical practiceLatest filing 2024
Plans
2
Retirement
2
$139.6M assets
Welfare
0
Participants
521
ONE KAISER PLAZA, 20TH FLOOR, 20B - OAKLAND, CA 94612510-271-5940LinkedIn10001+ employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $139.6M assets / 521 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
57%top
- THE VANGUARD GROUP, INC.57%
- (Not disclosed)43%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE PERMANENTE 401(K) RETIREMENT PLAN
401k
Assets$79.7M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PERMANENTE RETIREMENT PLAN
TraditionalDB
Assets$59.9M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE PERMANENTE 401(K) RETIREMENT PLAN | 401k | $79.7M | 240 | 2024 | |
| 001 | PERMANENTE RETIREMENT PLAN | TraditionalDB | $59.9M | 281 | 2024 |
Retirement plans
Welfare plans