What public Form 5500 filings show about the Planned Parenthood Association of Utah 401(k) plan — and how to find and check your own account.
Planned Parenthood Association of Utah (EIN 87-0288909) reports PLANNED PARENTHOOD ASSOCIATION OF UTAH 403(B) PLAN on its most recent Form 5500, with $4.5M in plan assets across 127 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Planned Parenthood Association of Utah filing — schedules, fees, and providers.
Planned Parenthood Association of Utah’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Planned Parenthood Association of UtahHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): D A DAVIDSON AND CO.
