# Planned Parenthood Of The Pacific Southwest 401(k) Plan
Source: https://planprovider.pro/companies/planned-parenthood-pacific-sw-401k-plan

> Planned Parenthood Of The Pacific Southwest's 401(k) plan: 701 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 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](https://planprovider.pro/provider/armanino-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|$147,234|$87,317|—|—|—|

| 2023|$205,531|$62,424|—|—|—|

| 2022|$197,103|$159,808|$37,169|—|—|

## Similar Plans

- [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/Orange And San Bernardino Counties, INC.](https://planprovider.pro/companies/planned-parenthood-orange-and-san-bernardino-counties-inc-401k-plan) — 569 participants

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

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