Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood of the St. Louis Region and Southwest Missouri403(b)

PLANNED PARENTHOOD OF THE ST. LOUIS REGION TSA PLAN · ST LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Planned Parenthood of the St. Louis Region and Southwest Missouri reported $3,423 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $847 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 0.07% to 0.08%. 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 Missouri (1,111th of 1,393), and 8,222nd of 11,911 in health care & social assistance. In 2024, employees put in $3.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,490,694
Participants with balances103
Active participants157
Employer contributions$132,966
Employee contributions$442,749
Employer contribution per active participant$847
Average account balance$43,599
Benefits paid to participants$822,878
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 103 accts · $133K emplr
2023$4.2M · 109 accts · $134K emplr
2022$4.0M · 129 accts · $138K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$653
Investment management$2,770
Total administrative$3,423
Employer contributions to the Planned Parenthood of the St. Louis Region and Southwest Missouri plan · 2024
Employer contribution per active participant$847
Median for plans this size$1,313
2024$847 per active participant
2023$874 per active participant
2022$857 per active participant

Planned Parenthood of the St. Louis Region and Southwest Missouri'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 · 20241
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$1,221

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,423 · 0.08%
2023$3,290 · 0.08%
2022$2,980 · 0.07%
All plans at this employer2
PLANNED PARENTHOOD OF ST. LOUIS REGION PENSION PLANMoney purchase plan
PLANNED PARENTHOOD OF THE ST. LOUIS REGION TSA PLAN403(b)
Similar plansHealth Care & Social Assistance · Missouri
Ozarks Resource Group MO$4.7M · 0.10%
Ozark Action, Inc. MO$4.5M · 0.21%
City Union Mission Inc. MO$4.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430652666 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.