# Planned Parenthood Of Southern New England 401(k) Plan
Source: https://planprovider.pro/companies/planned-parenthood-of-southern-new-england-401k-plan

> Planned Parenthood Of Southern New England&#39;s 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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