# Planned Parenthood California Central Coast 403(b) Plan
Source: https://planprovider.pro/companies/planned-parenthood-california-central-coast-403b-plan

> Planned Parenthood California Central Coast's 403(b) plan: 180 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 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Planned Parenthood Pasadena And San Gabriel Valley, INC.](https://planprovider.pro/companies/planned-parenthood-pasadena-and-san-gabriel-valley-inc-401k-plan) — 111 participants

- [Planned Parenthood Mar Monte, INC.](https://planprovider.pro/companies/planned-parenthood-mar-monte-inc-401k-plan-004) — 82 participants

- [Essential Access Health](https://planprovider.pro/companies/essential-access-health-401k-plan) — 70 participants

- [California Planned Parenthood Education Fund](https://planprovider.pro/companies/california-planned-parenthood-education-fund-401k-plan) — 21 participants

- [Planned Parenthood Northern California, INC.](https://planprovider.pro/companies/planned-parenthood-northern-california-inc-401k-plan) — 430 participants

- [Planned Parenthood/Orange And San Bernardino Counties, INC.](https://planprovider.pro/companies/planned-parenthood-orange-and-san-bernardino-counties-inc-401k-plan) — 569 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/planned-parenthood-california-central-coast-403b-plan)

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