What public Form 5500 filings show about the Planned Parenthood/Orange and San Bernardino Counties, Inc. 401(k) plan — and how to find and check your own account.
Planned Parenthood/Orange and San Bernardino Counties, Inc. (EIN 95-6152773) reports PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN on its most recent Form 5500, with $51.1M in plan assets across 569 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/Orange and San Bernardino Counties, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Planned Parenthood/Orange and San Bernardino Counties, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.
