Plan Snapshot
- Plan Sponsor: Planned Parenthood Of Greater Texas
- Sponsor EIN: 521243220
- Sponsor Address: 7424 GREENVILLE AVE SUITE 206, DALLAS, TX, 75231
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $20.4M
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 | 198 | $20.4M | $610,864 | $663,724 |
| 2023 | 224 | $17.8M | $574,963 | $672,324 |
| 2022 | 210 | $15.1M | $557,888 | $683,284 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN 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 | -$913 | $1,772 | $300 | — | — |
| 2023 | $2,053 | $1,537 | — | — | — |
| 2022 | $1,948 | $1,457 | — | — | — |