Plan Snapshot
- Plan Sponsor: Planned Parenthood Hudson Peconic INC.
- Sponsor EIN: 112454790
- Sponsor Address: 570 TAXTER ROAD, SUITE 250, ELMSFORD, NY, 10523
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 162 | $15.5M | $467,189 | $489,617 |
| 2023 | 156 | $13.4M | $375,547 | $550,498 |
| 2022 | 147 | $11.9M | $562,689 | $536,764 |
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 |
|---|---|---|---|---|
| BONADIO & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO 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 | $28,637 | $28,637 | — | — | — |
| 2023 | $30,500 | $24,000 | — | — | — |
| 2022 | $29,098 | $24,000 | — | — | — |