Plan Snapshot
- Plan Sponsor: Planned Parenthood Great Northwest Hawaii Alaska Indiana Kentucky
- Sponsor EIN: 910686012
- Sponsor Address: 2001 E MADISON ST, SEATTLE, WA, 98122
- Plan Type: DC
- Total Participants: 495
- Total Assets: $34.9M
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 | 495 | $34.9M | $586,854 | $2.2M |
| 2023 | 579 | $30.7M | $536,602 | $2.0M |
| 2022 | 572 | $24.7M | $503,572 | $1.8M |
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 |
|---|---|---|---|---|
| USI ADVISORS, INC. | NONE | $45,000 | — | $45,000 |
| USI CONSULTING GROUP, INC. | NONE | $25,758 | — | $25,758 |
| CHARLES SCHWAB TRUST BANK | NONE | $3,650 | $5,691 | $9,341 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,099
- Estimated Expense Ratio: 0.230% of plan assets
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 | $74,408 | $45,000 | — | — | — |
| 2023 | $71,585 | $45,000 | — | — | — |
| 2022 | $72,418 | $45,000 | — | — | $25,611 |