Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood Mar Monte, Inc.401(k)

401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF PLANNED PARENTHOOD MAR MONTE, INC. · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Planned Parenthood Mar Monte, Inc. reported $115,479 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $4,458 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 0.06% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,325th-largest of 9,483 plans among California employers on file, and the 1,433rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.30 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$70,722,079
Participants with balances1,245
Active participants753
Employer contributions$3,356,645
Employee contributions$2,579,408
Employer contribution per active participant$4,458
Average account balance$56,805
Benefits paid to participants$5,183,758
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$70.7M · 1,245 accts · $3.4M emplr
2023$61.5M · 1,188 accts · $3.0M emplr
2022$54.4M · 1,172 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,206
Investment management$57,273
Total administrative$115,479
The Planned Parenthood Mar Monte, Inc. 401(k) match · 2024
Employer contribution per active participant$4,458
Median for plans this size$3,635
2024$4,458 per active participant
2023$3,799 per active participant
2022$3,163 per active participant

Planned Parenthood Mar Monte, Inc.'s 2024 employer contribution ran above the $3,635 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
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$58,206
GALLAGHER BENEFIT SERVICES INC DBA · Consulting$44,999
EMPOWER ADVISORY GROUP, LLC · Investment advisory (participants)$12,274

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

Recordkeeper by year2
2024Empower
2023Empower

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Administrative cost history3
2024$115,479 · 0.17%
2023$104,089 · 0.18%
2022$37,794 · 0.06%
All plans at this employer2
401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF PLANNED PARENTHOOD MAR MONTE, INC.401(k)
TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC.403(b)
Same employer
Similar plansHealth Care & Social Assistance · California
Sansum Clinic CA$67.1M · 0.21%
Sutter Bay Hospitals CA$67.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941583439 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.