Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood Great Northwest Hawaii Alaska Indiana Kentucky403(b)

PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.23%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Planned Parenthood Great Northwest Hawaii Alaska Indiana Kentucky reported $74,408 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,186 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.26% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 464th-largest of 1,714 plans among Washington employers on file, and the 2,471st of 11,911 in health care & social assistance. In 2024, employees put in $3.70 for every $1.00 the employer contributed; active participation has shrunk from 572 to 495 since 2022.

Plan summary
Net assets, end of year$34,881,988
Participants with balances489
Active participants495
Employer contributions$586,854
Employee contributions$2,170,582
Employer contribution per active participant$1,186
Average account balance$71,333
Benefits paid to participants$2,776,947
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.9M · 489 accts · $587K emplr
2023$30.7M · 527 accts · $537K emplr
2022$24.7M · 543 accts · $504K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,758
Investment management$45,000
Total administrative$74,408
Employer contributions to the Planned Parenthood Great Northwest Hawaii Alaska Indiana Kentucky plan · 2024
Employer contribution per active participant$1,186
Median for plans this size$2,416
2024$1,186 per active participant
2023$927 per active participant
2022$880 per active participant

Planned Parenthood Great Northwest Hawaii Alaska Indiana Kentucky's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
USI CONSULTING GROUP, INC. · Recordkeeping · Loan processing$25,758
USI ADVISORS, INC. · Investment advisory (participants) · Investment advisory (plan)$45,000
CHARLES SCHWAB TRUST BANK · Custodial · Custodial (securities)$3,650
CHARLES SCHWAB & CO., INC. · Custodial · Custodial (securities)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024USI Consulting
2023USI Consulting

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$74,408 · 0.23%
2023$71,585 · 0.26%
2022$72,418 · 0.26%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Pediatrics Northwest, P.S. WA$36.8M · 0.04%
Healthpoint WA$35.7M · 0.18%
Era Living, LLC WA$33.3M · 0.40%
Prestige Care, Inc. WA$31.3M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910686012 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.