Plan Snapshot
- Plan Sponsor: Planned Parenthood California Central Coast
- Sponsor EIN: 952319356
- Sponsor Address: 518 GARDEN ST, SANTA BARBARA, CA, 931011606
- Plan Type: 403(b)
- Total Participants: 180
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 180 | $9.5M | $362,917 | $816,790 |
| 2023 | 167 | $7.8M | $302,184 | $670,728 |
| 2022 | 149 | $5.9M | $240,921 | $577,709 |
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 | $66,719 | $24,418 | $42,301 | — | — |
| 2023 | $52,108 | $23,065 | $29,043 | — | — |
| 2022 | $47,453 | $18,353 | $29,100 | — | — |