Find an old Southern California Permanente Medical Group 401(k)
The 401(k) Plan for Permanente Medical Groups
Southern California Permanente Medical Group · Plan 009 · EIN 95-1750445 · Pasadena, CA
| Plan administrator | Southern California Permanente Medical Group 393 E. Walnut Street 3rd Floor, Pasadena, CA 91188 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Former employees with balances | 4,539 separated participants still had money in the plan | Form 5500 ↗ |
Scpmg Keogh Plan
Southern California Permanente Medical Group · Plan 008 · EIN 95-1750445 · Pasadena, CA
| Plan administrator | Southern California Permanente Medical Group 393 E. Walnut Street 3rd Floor, Pasadena, CA 91188 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Schwab Retirement Plan Services, in | Schedule C ↗ |
| Former employees with balances | 1,178 separated participants still had money in the plan | Form 5500 ↗ |
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg
Southern California Permanente Medical Group · Plan 030 · EIN 95-1750445 · Pasadena, CA
| Plan administrator | Southern California Permanente Medical Group 393 E. Walnut Street, 3rd Floor, Pasadena, CA 91188 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Former employees with balances | 3,066 separated participants still had money in the plan | Form 5500 ↗ |
Kaiser Permanente Retirement Plan for Scpmg
Southern California Permanente Medical Group · Plan 001 · EIN 95-1750445 · Oakland, CA
| Plan administrator | Kaiser Foundation Health Plan, Inc. One Kaiser Plaza, 20th Floor, 20b, Oakland, CA 94612 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 9,711 separated participants still had money in the plan | Form 5500 ↗ |
Southern California Permanente Medical Group Tax Savings Retirement Plan
Southern California Permanente Medical Group · Plan 002 · EIN 95-1750445 · Oakland, CA
| Plan administrator | Kaiser Foundation Health Plan, Inc. One Kaiser Plaza, 20b, Oakland, CA 94612 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | The Vanguard Group, Inc. | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Southern California Permanente Medical Group 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Southern California Permanente Medical Group 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Southern California Permanente Medical Group, (626) 405-2654. The accounts are held by the recordkeeper, Schwab Retirement Plan Services,inc. Have your Social Security number and dates of employment ready.
What is the Southern California Permanente Medical Group 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (626) 405-2654.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Southern California Permanente Medical Group and does not hold accounts. Not financial advice. Report a correction