Retirement plan

PPFA RETIREMENT PLAN

Name: PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. - PPFA RETIREMENT PLAN (2024) Form 5500
Creator: PLANNED PARENTHOOD FEDERATION OF AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PPFA RETIREMENT PLAN, PLANNED PARENTHOOD FEDERATION OF AMERICA, INC.

PLANNED PARENTHOOD FEDERATION OF AMERICA, INC.EIN 13-1644147Plan #003PY 2024

123 WILLIAM STREET - NEW YORK, NY 10038212-541-7800plannedparenthood.orgLinkedIn501-1000 employeeshospital & health care

Prospect flagsFailed to provide benefitCorrective distributions

Top hat statement on fileNQDC

Filed February 17, 2016 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

123 William Street

New York State: NY Zip Code: 10038

Email— Sign in and upgrade to view Phone— Sign in and upgrade to view

Plans declared (3)

457(f) for Cecile Richards1 emp
457(f) for Dawn Laguens1 emp
457(b)5 emp

Total covered: 7 employees

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Total assets (EOY)

$138.3M

+16.4% from 2023

Total participants

1,323

+7.0% from 2023

Average account balance

$111,677

+15.0% from 2023

Annual return

17.66%

-5.99 pp from 2023

Benchmarks

See 4,134 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,134 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$138.26M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$112K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,238

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

89.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11.39M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.66%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$-1

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$24,650
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	-$26,084

Plan features & details

Pension benefit codes2F2G2J2K2T2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

-$1K

$-2 / participant

Investment mgmt$25K0.0%

% of EOY assets

-0.001%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTON LARSON ALLEN LLP.
Auditor EIN: 410746749
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$111,677

$50,820+119.8%

$155,567-28.2%

$77,671+43.8%

Participation rate

89.0%

63.1%+25.9pp

78.2%+10.8pp

70.6%+18.4pp

Annual return

17.66%

34.85%-17.2pp

64.74%-47.1pp

31.21%-13.5pp

Employer contribution / active EE

$5,678

$1,993+184.9%

$4,674+21.5%

$2,726+108.3%

Participant deferral / active EE

$9,058

$2,823+220.8%

$5,628+60.9%

$4,648+94.9%

Admin fee / account holder

-$1

$436-100.3%

$15,916-100.0%

$430-100.3%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.3 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$24,650

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$26,084

PPFA RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (3)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PPFA RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (3)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion