# Planned Parenthood Southwest Ohio Region 401(k) Plan
Source: https://planprovider.pro/companies/planned-parenthood-southwest-ohio-region-401k-plan

> Planned Parenthood Southwest Ohio Region's 401(k) plan: 39 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 Southwest Ohio Region

- **Sponsor EIN:** 310536688

- **Sponsor Address:** 2314 AUBURN AVE, CINCINNATI, OH, 45219

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

- **Total Participants:** 39

- **Total Assets:** $3.4M

## 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|39|$3.4M|$84,742|$207,402|

| 2023|117|$1.2M|$15,564|$44,680|

| 2022|98|$2.5M|$61,903|$176,805|

## 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|

| CLIFTON LARSON ALLEN LLP.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTON LARSON ALLEN LLP.](https://planprovider.pro/provider/cliftonlarsonallen-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|$261,980|—|$1,053|—|—|

| 2023|$457,187|—|$756|—|—|

| 2022|$141|—|—|—|—|

## Similar Plans

- [Family Planning Services Of Lorain County](https://planprovider.pro/companies/family-planning-services-of-lorain-county-403b-plan) — 7 participants

- [Planned Parenthood Of Greater Ohio](https://planprovider.pro/companies/planned-parenthood-of-greater-ohio-401k-plan) — 231 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/planned-parenthood-southwest-ohio-region-401k-plan)

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