Plan Snapshot
- Plan Sponsor: Planned Parenthood Of Southern New England
- Sponsor EIN: 060263565
- Sponsor Address: 345 WHITNEY AVE, NEW HAVEN, CT, 06511
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $22.7M
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 | 177 | $22.7M | $377,391 | $846,406 |
| 2023 | 296 | $20.5M | $320,026 | $782,109 |
| 2022 | 294 | $18.4M | $302,202 | $755,506 |
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 |
|---|---|---|---|---|
| WHITTLESEY PC | Auditor | — | — | $0 |
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 | $4,824 | $6,330 | — | — | — |
| 2023 | $4,564 | $5,604 | — | — | — |
| 2022 | $3,606 | $3,292 | — | — | — |