# Planned Parenthood Great Northwest Hawaii Alaska Indiana Kentucky DC Plan
Source: https://planprovider.pro/companies/planned-parenthood-great-northwest-hawaii-alaska-indiana-kentucky-plan-003

> Planned Parenthood Great Northwest Hawaii Alaska Indiana Kentucky's DC plan: 495 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|

## Similar Plans

- [Community Health Care](https://planprovider.pro/companies/community-health-care-403b-plan) — 551 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/planned-parenthood-great-northwest-hawaii-alaska-indiana-kentucky-plan-003)

© 2026 PlanProvider.Pro