# Planned Parenthood Arizona 401(k) Plan
Source: https://planprovider.pro/companies/planned-parenthood-arizona-401k-plan

> Planned Parenthood Arizona's 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Planned Parenthood Arizona

- **Sponsor EIN:** 860146520

- **Sponsor Address:** 4751 N. 15TH STREET, PHOENIX, AZ, 85014

- **Plan Type:** 401(k)

- **Total Participants:** 101

- **Total Assets:** $4.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|101|$4.6M|$117,139|$289,847|

| 2023|119|$3.3M|$64,337|$212,407|

| 2022|97|$2.8M|$67,112|$133,602|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CLIFTON LARSON ALLEN LLP.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTON LARSON ALLEN LLP.](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$186,065|—|$509|—|—|

| 2023|$315,789|—|$36|—|—|

| 2022|$359|—|—|—|—|

## Similar Plans

- [Aid To Adoption Of Special Kids Arizona](https://planprovider.pro/companies/aid-to-adoption-of-special-kids-401k-plan) — 145 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/planned-parenthood-arizona-401k-plan)

© 2026 PlanProvider.Pro