# Planned Parenthood Southeastern Pennsylvania 403(b) Plan
Source: https://planprovider.pro/companies/planned-parenthood-southeastern-pennsylvania-403b-plan

> Planned Parenthood Southeastern Pennsylvania's 403(b) plan: 194 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 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](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|$2,155|—|$2,155|—|—|

| 2023|$1,633|—|$1,633|—|—|

| 2022|$1,748|—|$1,748|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/planned-parenthood-southeastern-pennsylvania-403b-plan)

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