Planned Parenthood Southeastern Pennsylvania Employees Savings And Retirement Plan
Sponsored by Planned Parenthood Southeastern Pennsylvania · EIN 231352509 · Plan #003
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 194
- With balances
- 160
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $3,789 |
| Ubs Financial Services Inc. | Consulting (general), Consulting fees | $0 |