Plan Snapshot
- Plan Sponsor: Planned Parenthood Of Greater Washington And North Idaho
- Sponsor EIN: 916071384
- Sponsor Address: 1117 TIETON DRIVE, YAKIMA, WA, 98902
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $12.1M
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 | 208 | $12.1M | $416,322 | $711,427 |
| 2023 | 160 | $9.9M | $349,271 | $579,207 |
| 2022 | 150 | $8.2M | $311,480 | $551,643 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, 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 | $17,824 | $14,349 | $3,475 | — | — |
| 2023 | $2,509 | — | $2,509 | — | — |
| 2022 | $2,680 | — | $2,680 | — | — |