Permanente Dental Associates 401(k) match, vesting and fees
What Permanente Dental Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Vanguard Group Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Permanente Dental Associates: employer contribution per participant | $17,141 | |
| Peer median | $1,468 |
| Permanente Dental Associates: average balance | $678,316 | |
| Peer median | $37,786 |
| Permanente Dental Associates: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $147M at the end of plan year 2021 to $165M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 246 | $165M | $4.2M | $17,141 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 237 | $146M | $4.1M | $17,538 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 233 | $126M | $4.2M | $17,987 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 229 | $147M | $4M | $17,599 | <0.01% | Not published | Form 5500 ↗ |
Other Permanente Dental Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Permanente Dentists Retirement Plan for Permanente Dental Associates
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Permanente Dental Associates match 401(k) contributions?
The match terms for the Permanente Dental Associates 401k Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $4.2M in employer contributions, about $17,141 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Permanente Dental Associates 401(k) match vested?
The vesting schedule for the Permanente Dental Associates 401k Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Permanente Dental Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Vanguard Group Inc.. The plan administrator is Administrative Committee for Pda Retirement Plan and Trust.
I left Permanente Dental Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Administrative Committee for Pda Retirement Plan and Trust, (503) 813-4940) or the recordkeeper, Vanguard Group Inc.. The Permanente Dental Associates old 401(k) page lists the contacts from every plan filing. Find an old Permanente Dental Associates 401(k)
Data from the public Form 5500 annual reports Permanente Dental Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Permanente Dental Associates. Not financial advice. Report a correction · Methodology