Plan Snapshot
- Plan Sponsor: Planned Parenthood Of South Florida And The Treasure Coast INC.
- Sponsor EIN: 591391115
- Sponsor Address: 2300 N FLORIDA MANGO ROAD, WEST PALM BEACH, FL, 33409
- Plan Type: 403(b)
- Total Participants: 188
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 188 | $5.8M | $197,426 | $541,646 |
| 2023 | 218 | $5.1M | $175,825 | $527,736 |
| 2022 | 215 | $5.0M | $198,515 | $504,333 |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER 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 | $1,382 | $907 | — | — | — |
| 2023 | $804 | $242 | — | — | — |
| 2022 | $416 | — | $416 | — | — |