Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood Los Angeles403(b)

PLANNED PARENTHOOD - LOS ANGELES 403(B) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Planned Parenthood Los Angeles reported $169,199 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,512 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 rose from 0.50% to 0.54%. 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 2,376th-largest of 9,483 plans among California employers on file, and the 2,465th of 11,911 in health care & social assistance. In 2024, employees put in $3.07 for every $1.00 the employer contributed; active participation has grown from 583 to 722 since 2022.

Plan summary
Net assets, end of year$35,005,410
Participants with balances579
Active participants722
Employer contributions$1,092,004
Employee contributions$3,354,122
Employer contribution per active participant$1,512
Average account balance$60,458
Benefits paid to participants$1,254,760
Plan auditUnmodified (clean) audit opinion
AuditorVASQUEZ & COMPANY LLC
Plan history3
Yearassets · accounts · employer contribution
2024$35.0M · 579 accts · $1.1M emplr
2023$27.4M · 552 accts · $941K emplr
2022$20.4M · 523 accts · $735K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$169,199
Total administrative$169,199
Employer contributions to the Planned Parenthood Los Angeles plan · 2024
Employer contribution per active participant$1,512
Median for plans this size$2,416
2024$1,512 per active participant
2023$1,403 per active participant
2022$1,261 per active participant

Planned Parenthood Los Angeles's 2024 employer contribution ran below 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$169,198
MMA SECURITES LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history3
2024$169,199 · 0.54%
2023$123,656 · 0.52%
2022$110,511 · 0.50%
Same employer
Similar plansHealth Care & Social Assistance · California
Sante Health Systems, Inc. CA$35.4M · 0.10%
By the Bay Health CA$34.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952408623 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.