Plan Snapshot
- Plan Sponsor: Planned Parenthood Of Greater Ny
- Sponsor EIN: 132621497
- Sponsor Address: 26 BLEECKER ST, NEW YORK, NY, 100122413
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 614
- Total Assets: $53.8M
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 | 614 | $53.8M | $1.5M | $2.5M |
| 2023 | 456 | $47.3M | $1.4M | $2.3M |
| 2022 | 1,076 | $40.0M | $0 | $0 |
| 2021 | 1,008 | $47.3M | $0 | $0 |
| 2020 | 994 | $42.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS | Investment Advisor | $11,344 | — | $11,344 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,344
- Estimated Expense Ratio: 0.021% 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 | $75,455 | $11,344 | — | — | — |
| 2023 | $63,943 | $9,012 | — | — | — |
| 2022 | $2,690,273 | $8,282 | — | — | — |
| 2021 | $3,110,734 | — | — | — | — |
| 2020 | $8,994,209 | — | — | — | — |