Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood of Southern New England401(k)

PPFA RETIREMENT PLAN · NEW HAVEN, CT · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Planned Parenthood of Southern New England reported $4,824 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,132 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 0.018% to 0.022%. 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 516th-largest of 1,106 plans among Connecticut employers on file, and the 3,378th of 11,911 in health care & social assistance. In 2024, employees put in $2.24 for every $1.00 the employer contributed; active participation has shrunk from 294 to 177 since 2022.

Plan summary
Net assets, end of year$22,653,591
Participants with balances218
Active participants177
Employer contributions$377,391
Employee contributions$846,406
Employer contribution per active participant$2,132
Average account balance$103,916
Benefits paid to participants$2,246,356
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.7M · 218 accts · $377K emplr
2023$20.5M · 213 accts · $320K emplr
2022$18.4M · 204 accts · $302K emplr
Administrative expenses, itemized · 2024
Investment management$6,330
Total administrative$4,824
The Planned Parenthood of Southern New England 401(k) match · 2024
Employer contribution per active participant$2,132
Median for plans this size$2,416
2024$2,132 per active participant
2023$1,081 per active participant
2022$1,028 per active participant

Planned Parenthood of Southern New England'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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,330
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$4,824 · 0.02%
2023$4,564 · 0.02%
2022$3,606 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Icare Management, LLC CT$23.7M · 0.47%
The Eye Care Group, P.C. CT$22.5M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060263565 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.