Plan Snapshot
- Plan Sponsor: Planned Parenthood Of The Pacific Southwest
- Sponsor EIN: 956111785
- Sponsor Address: 1075 CAMINO DEL RIO SOUTH, SAN DIEGO, CA, 92108
- Plan Type: 401(k)
- Total Participants: 701
- Total Assets: $58.0M
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 | 701 | $58.0M | $1.9M | $4.1M |
| 2023 | 771 | $48.6M | $1.8M | $4.0M |
| 2022 | 798 | $38.5M | $1.7M | $3.6M |
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 |
|---|---|---|---|---|
| ARMANINO LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLC — 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 | $147,234 | $87,317 | — | — | — |
| 2023 | $205,531 | $62,424 | — | — | — |
| 2022 | $197,103 | $159,808 | $37,169 | — | — |