Planned Parenthood Southeastern Pennsylvania 403(b) match, vesting and fees
What Planned Parenthood Southeastern Pennsylvania's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Tait, Weller & Baker LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Planned Parenthood Southeastern Pennsylvania: employer contribution per participant | $451 | |
| Peer median | $1,468 |
| Planned Parenthood Southeastern Pennsylvania: average balance | $51,157 | |
| Peer median | $37,786 |
| Planned Parenthood Southeastern Pennsylvania: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.1M at the end of plan year 2021 to $8.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 229 | $8.2M | $72K | $451 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 227 | $7.7M | $65K | $389 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 208 | $7M | $60K | $355 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 228 | $8.1M | $29K | $155 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Planned Parenthood Southeastern Pennsylvania match 401(k) contributions?
The match terms for the Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $72K in employer contributions, about $451 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Planned Parenthood Southeastern Pennsylvania 401(k) match vested?
The vesting schedule for the Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Planned Parenthood Southeastern Pennsylvania 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Planned Parenthood Southeastern Pennsylvania.
I left Planned Parenthood Southeastern Pennsylvania. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Planned Parenthood Southeastern Pennsylvania, (215) 351-5523) or the recordkeeper, American United Life Insurance Co. The Planned Parenthood Southeastern Pennsylvania old 401(k) page lists the contacts from every plan filing. Find an old Planned Parenthood Southeastern Pennsylvania 401(k)
Data from the public Form 5500 annual reports Planned Parenthood Southeastern Pennsylvania filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Planned Parenthood Southeastern Pennsylvania. Not financial advice. Report a correction · Methodology