Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood of South Fl & the Treasure Coast Inc.403(b)

PPSFTC 403(B) PLAN · WEST PALM BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Planned Parenthood of South Fl & the Treasure Coast Inc. reported $1,382 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,050 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 0.01% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,363rd of 3,644), and 7,492nd of 11,911 in health care & social assistance. In 2024, employees put in $2.74 for every $1.00 the employer contributed; active participation has shrunk from 215 to 188 since 2022.

Plan summary
Net assets, end of year$5,765,409
Participants with balances113
Active participants188
Employer contributions$197,426
Employee contributions$541,646
Employer contribution per active participant$1,050
Average account balance$51,021
Benefits paid to participants$582,152
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 113 accts · $197K emplr
2023$5.0M · 118 accts · $176K emplr
2022$5.0M · 108 accts · $199K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$475
Investment management$907
Total administrative$1,382
Employer contributions to the Planned Parenthood of South Fl & the Treasure Coast Inc. plan · 2024
Employer contribution per active participant$1,050
Median for plans this size$1,313
2024$1,050 per active participant
2023$807 per active participant
2022$923 per active participant

Planned Parenthood of South Fl & the Treasure Coast Inc.'s 2024 employer contribution ran below the $1,313 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
EMPOWER ADVISORY GROUP, LLC · Investment management$907

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$1,382 · 0.03%
2023$804 · 0.02%
2022$416 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Telespecialists, LLC FL$5.8M · 1.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 591391115 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.