Planned Parenthood 403(b) Plan
Sponsored by Planned Parenthood Northern California, Inc. · EIN 941575233 · Plan #001
- Total assets
- $21.2M
- Net assets
- $21.2M
- Active participants
- 430
- With balances
- 458
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $59,676 |
| Osaic Wealth, Inc. | Investment advisory (plan), Consulting fees | $35,240 |