Plan Snapshot
- Plan Sponsor: Planned Parenthood North Central States
- Sponsor EIN: 830614523
- Sponsor Address: 671 VANDALIA STREET, SAINT PAUL, MN, 551141312
- Plan Type: 403(b)
- Plan Number: 003
- Total Participants: 688
- Total Assets: $32.6M
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. |
|---|---|---|---|---|
| 2025 | 688 | $32.6M | $0 | $0 |
| 2024 | 592 | $29.2M | $780,798 | $2.6M |
| 2023 | 551 | $24.6M | $820,354 | $2.6M |
| 2022 | 583 | $20.5M | $711,517 | $2.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $154,032 | — | $154,032 |
| HAYS FINANCIAL GROUP, LLC | Investment Advisor | — | $40,000 | $40,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $194,032
- Estimated Expense Ratio: 0.595% 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 |
|---|---|---|---|---|---|
| 2025 | $5,090,558 | — | $154,033 | — | — |
| 2024 | $140,898 | — | $140,898 | — | — |
| 2023 | $121,206 | — | $121,206 | — | — |
| 2022 | $115,496 | — | $115,496 | — | — |