Plan Snapshot
- Plan Sponsor: Planned Parenthood Association Of Utah
- Sponsor EIN: 870288909
- Sponsor Address: 654 SOUTH 900 EAST, SALT LAKE CITY, UT, 84102
- Plan Type: 403(b)
- Total Participants: 127
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 127 | $4.5M | $162,233 | $374,439 |
| 2023 | 124 | $4.8M | $131,649 | $289,586 |
| 2022 | 109 | $3.9M | $127,956 | $260,132 |
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 |
|---|---|---|---|---|
| EIDE BAILLY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY, 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 | $37,259 | — | $37,259 | — | — |
| 2023 | $35,965 | — | $35,965 | — | — |
| 2022 | $35,216 | — | $35,216 | — | — |