What public Form 5500 filings show about the Planned Parenthood of Wisconsin 401(k) plan — and how to find and check your own account.
Planned Parenthood of Wisconsin (EIN 39-0863391) reports PLANNED PARENTHOOD OF WISCONSIN RETIREMENT PLAN on its most recent Form 5500, with $23.0M in plan assets across 257 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 of Wisconsin filing — schedules, fees, and providers.
Planned Parenthood of Wisconsin’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 of WisconsinHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JOHNSON BANK.
