# Planned Parenthood South Atlantic 401(k) Plan
Source: https://planprovider.pro/companies/planned-parenthood-south-atlantic-401k-plan

> Planned Parenthood South Atlantic's 401(k) plan: 336 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 South Atlantic

- **Sponsor EIN:** 561282557

- **Sponsor Address:** 100 SOUTH BOYLAN AVENUE, RALEIGH, NC, 27603

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

- **Total Participants:** 336

- **Total Assets:** $11.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|336|$11.0M|$423,660|$915,484|

| 2023|349|$8.7M|$354,137|$762,818|

| 2022|333|$7.2M|$288,380|$589,279|

## 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|

| TAIT, WELLER & BAKER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TAIT, WELLER & BAKER LLP](https://planprovider.pro/provider/tait-weller-and-baker-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|$44,952|—|$44,952|—|—|

| 2023|$34,693|—|$34,693|—|—|

| 2022|$33,612|—|$33,612|—|—|

## Similar Plans

- [Givens Estates, INC.](https://planprovider.pro/companies/givens-estates-inc-403b-plan) — 685 participants

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