Plan Snapshot
- Plan Sponsor: Planned Parenthood Southeastern Pennsylvania
- Sponsor EIN: 231352509
- Sponsor Address: 1144 LOCUST STREET, PHILADELPHIA, PA, 191076734
- Plan Type: 403(b)
- Total Participants: 194
- Total Assets: $8.2M
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 | 194 | $8.2M | $72,172 | $518,612 |
| 2023 | 185 | $7.7M | $65,388 | $439,350 |
| 2022 | 163 | $7.0M | $59,623 | $466,455 |
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 — 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 | $2,155 | — | $2,155 | — | — |
| 2023 | $1,633 | — | $1,633 | — | — |
| 2022 | $1,748 | — | $1,748 | — | — |