Plan Snapshot
- Plan Sponsor: Planned Parenthood Great Rivers
- Sponsor EIN: 430652666
- Sponsor Address: 4251 FOREST PARK AVE, ST LOUIS, MO, 63108
- Plan Type: 403(b)
- Total Participants: 157
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 157 | $4.5M | $132,966 | $442,749 |
| 2023 | 153 | $4.2M | $133,736 | $526,724 |
| 2022 | 161 | $4.0M | $137,955 | $548,232 |
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 |
|---|---|---|---|---|
| BDO USA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA 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 | $3,423 | $2,770 | $653 | — | — |
| 2023 | $3,290 | $2,235 | $1,055 | — | — |
| 2022 | $2,980 | — | $2,980 | — | — |