Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood of Illinois401(k)

PLANNED PARENTHOOD OF ILLINOIS 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Planned Parenthood of Illinois reported $109,714 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,096 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 0.85% to 0.90%. 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 Illinois (2,112th of 3,702), and the 4,813th of 11,911 in health care & social assistance. In 2024, employees put in $3.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,450,188
Participants with balances413
Active participants376
Employer contributions$411,998
Employee contributions$1,564,562
Employer contribution per active participant$1,096
Average account balance$32,567
Benefits paid to participants$1,587,337
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.5M · 413 accts · $412K emplr
2023$11.0M · 441 accts · $334K emplr
2022$8.7M · 404 accts · $279K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,201
Investment management$41,513
Total administrative$109,714
The Planned Parenthood of Illinois 401(k) match · 2024
Employer contribution per active participant$1,096
Median for plans this size$2,416
2024$1,096 per active participant
2023$824 per active participant
2022$792 per active participant

Planned Parenthood of Illinois'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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$68,201
WINTRUST INVESTMENTS LLC · Investment advisory (plan)$22,950
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$18,553

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$109,714 · 0.90%
2023$86,654 · 0.88%
2022$77,240 · 0.85%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Aperion Care, Inc. IL$13.8M · 1.46%
Tapestry 360 Health IL$13.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362170901 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.