Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood Hudson Peconic Inc.401(k)

PPHP RETIREMENT PLAN · ELMSFORD, NY · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Planned Parenthood Hudson Peconic Inc. reported $28,637 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $2,884 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 0.22% to 0.20%. 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 among the smaller plans on file in New York (2,912th of 5,648), and the 4,388th of 11,911 in health care & social assistance. In 2024, employees put in $1.05 for every $1.00 the employer contributed; active participation has grown from 147 to 162 since 2022.

Plan summary
Net assets, end of year$15,502,496
Participants with balances183
Active participants162
Employer contributions$467,189
Employee contributions$489,617
Employer contribution per active participant$2,884
Average account balance$84,713
Benefits paid to participants$1,131,247
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.5M · 183 accts · $467K emplr
2023$13.4M · 188 accts · $376K emplr
2022$11.9M · 191 accts · $563K emplr
Administrative expenses, itemized · 2024
Investment management$28,637
Total administrative$28,637
The Planned Parenthood Hudson Peconic Inc. 401(k) match · 2024
Employer contribution per active participant$2,884
Median for plans this size$2,416
2024$2,884 per active participant
2023$2,407 per active participant
2022$3,828 per active participant

Planned Parenthood Hudson Peconic Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20242
TRANSAMERICA FINANCIAL LIFE INS CO · Recordkeeping · Loan processing$4,438
GALLAGHER BENEFIT SERVICES · Investment advisory (plan)$24,200

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$28,637 · 0.20%
2023$30,500 · 0.24%
2022$29,098 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · New York
Forestdale, Inc. NY$15.6M · 0.59%
Community Memorial Hospital NY$15.5M · 0.02%
Bilinguals, Inc NY$15.4M · 0.29%
City Harvest Inc. NY$15.3M · 0.55%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 112454790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.