# Planned Parenthood/Orange And San Bernardino Counties, INC. 401(k) Plan
Source: https://planprovider.pro/companies/planned-parenthood-orange-and-san-bernardino-counties-inc-401k-plan

> Planned Parenthood/Orange And San Bernardino Counties, INC.'s 401(k) plan: 569 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Planned Parenthood/Orange And San Bernardino Counties, INC.

- **Sponsor EIN:** 956152773

- **Sponsor Address:** 801 E. KATELLA AVE, ANAHEIM, CA, 92805

- **Plan Type:** 401(k)

- **Total Participants:** 569

- **Total Assets:** $51.1M

## 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|569|$51.1M|$2.9M|$3.0M|

| 2023|529|$43.8M|$2.4M|$2.6M|

| 2022|508|$33.5M|$1.5M|$2.2M|

## 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|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-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|$41,300|$7,630|—|—|—|

| 2023|-$3,622|$1,932|—|—|—|

| 2022|$1,619|$132|—|—|—|

## Similar Plans

- [Planned Parenthood Of The Pacific Southwest](https://planprovider.pro/companies/planned-parenthood-pacific-sw-401k-plan) — 701 participants

- [Planned Parenthood Northern California, INC.](https://planprovider.pro/companies/planned-parenthood-northern-california-inc-401k-plan) — 430 participants

- [Planned Parenthood Los Angeles](https://planprovider.pro/companies/planned-parenthood-los-angeles-403b-plan) — 722 participants

- [Planned Parenthood Mar Monte, INC.](https://planprovider.pro/companies/planned-parenthood-mar-monte-inc-401k-plan-003) — 753 participants

- [Planned Parenthood California Central Coast](https://planprovider.pro/companies/planned-parenthood-california-central-coast-403b-plan) — 180 participants

- [Planned Parenthood Pasadena And San Gabriel Valley, INC.](https://planprovider.pro/companies/planned-parenthood-pasadena-and-san-gabriel-valley-inc-401k-plan) — 111 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/planned-parenthood-orange-and-san-bernardino-counties-inc-401k-plan)

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