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Original filing (PDF)20251015112319NAL0004398929002
PLANNED PARENTHOOD HUDSON PECONIC INC.
Form 5500
FILING_RECEIVED
PPHP RETIREMENT PLAN
401(k) retirement plan
Active participants
162
Accounts w/ balance
183
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
32 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLANNED PARENTHOOD HUDSON PECONIC INC..
Plan sponsor
Name
PLANNED PARENTHOOD HUDSON PECONIC INC.
EIN
11-2454790
Address
570 TAXTER ROAD, SUITE 250 · ELMSFORD, NY · 10523
Phone
(914) 467-7325
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BONADIO & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORD KEEPER | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | CONSULTING | $24K | — |
Investments
21 direct securities · 32 pooled funds· $17.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$14.6M
32 holdings
Uncategorized
$2.7M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA PRTNR STCK IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $1.8M | 11.5% | |
| STATE STREET RUSS LG CP GR IDX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $1.7M | 11.0% | |
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 690 | Pooled Separate Account | — | — | $1.4M | 9.1% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 228 | Pooled Separate Account | — | — | $939K | 6.1% | |
| TRANSAMERICA OT 2035 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 689 | Pooled Separate Account | — | — | $908K | 5.9% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $835K | 5.4% | |
| TRANSAMERICA OT 2020 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 686 | Pooled Separate Account | — | — | $767K | 4.9% | |
| TRANSAMERICA OT 2060 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 817 | Pooled Separate Account | — | — | $679K | 4.4% | |
| TRANSAMERICA OT 2055 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 693 | Pooled Separate Account | — | — | $660K | 4.3% | |
| Transamerica Financial Life Ins Co Loomis Sayles Inv Grd Bd Ret Acct | — | — | — | $565K | 3.6% | |
| TRANSAMERICA OT 2045 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 691 | Pooled Separate Account | — | — | $545K | 3.5% | |
| TRANSAMERICA OT 2050 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 692 | Pooled Separate Account | — | — | $501K | 3.2% | |
| TRANSAMERICA OT 2025 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 687 | Pooled Separate Account | — | — | $481K | 3.1% | |
| AMERICAN FDS NEW PERSP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $476K | 3.1% | |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 688 | Pooled Separate Account | — | — | $470K | 3.0% | |
| MFS MID CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $404K | 2.6% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 578 | Pooled Separate Account | — | — | $399K | 2.6% | |
| LOOMIS SAYLES INV GRD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $373K | 2.4% | |
| TRANSAMERICA OT 2015 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 685 | Pooled Separate Account | — | — | $336K | 2.2% | |
| Transamerica Financial Life Ins Co JPMorgan Lg Cap Gr Ret Acct | — | — | — | $313K | 2.0% | |
| Transamerica Financial Life Ins Co TA Vanguard Ttl Stock Mkt Idx Rt | — | — | — | $289K | 1.9% | |
| Transamerica Financial Life Ins Co JPMorgan Eq Inc Ret Acct | — | — | — | $269K | 1.7% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $190K | 1.2% | |
| Transamerica Financial Life Ins Co Transamerica Stbl Val Core Account | — | — | — | $176K | 1.1% | |
| JPMORGAN EQ INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | — | $175K | 1.1% | |
| TRANSAMERICA MID-CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 635 | Pooled Separate Account | — | — | $161K | 1.0% | |
| Transamerica Financial Life Ins Co MFS Intl Val Ret Acct | — | — | — | $124K | 0.8% | |
| Transamerica Financial Life Ins Co American Century Mid Cap Val Ret | — | — | — | $120K | 0.8% | |
| Transamerica Financial Life Ins Co State Street Intl Index Ret Acct | — | — | — | $114K | 0.7% | |
| BLACKROCK HIGH YIELD BD PF ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 754 | Pooled Separate Account | — | — | $112K | 0.7% | |
| Transamerica Financial Life Ins Co American Fds SMALLCAP Wrld Ret | — | — | — | $105K | 0.7% | |
| Participants Notes Receivable with interest rates of 3.25% to 8.50% | — | — | — | $95K | 0.6% | |
| TA VANGUARD SM-CAP VAL IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 133 | Pooled Separate Account | — | — | $84K | 0.5% | |
| Transamerica Financial Life Ins Co TA Vanguard Small-Cap Idx Ret Acct | — | — | — | $81K | 0.5% | |
| Transamerica Financial Life Ins Co Janus Henderson Enterprise Ret Acct | — | — | — | $78K | 0.5% | |
| STATE STREET RUSSELL SM CP IDX RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $77K | 0.5% | |
| Transamerica Financial Life Ins Co Janus Henderson Triton Ret Acct | — | — | — | $72K | 0.5% | |
| Transamerica Financial Life Ins Co Franklin Small Cap Val Ret Acct | — | — | — | $71K | 0.5% | |
| Transamerica Financial Life Ins Co State Street S&P Md Cp Idx Ret Acct | — | — | — | $65K | 0.4% | |
| Transamerica Financial Life Ins Co Transamerica SC Retd JPM Ret | — | — | — | $56K | 0.4% | |
| PIMCO LOW DURATION RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 472 | Pooled Separate Account | — | — | $51K | 0.3% | |
| BNY MELLON GLBL FIXED INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 761 | Pooled Separate Account | — | — | $51K | 0.3% | |
| Transamerica Financial Life Ins Co American Funds New World Ret Acct | — | — | — | $41K | 0.3% | |
| Transamerica Financial Life Ins Co State Street Emerg Mkt Idx Ret Acct | — | — | — | $36K | 0.2% | |
| Transamerica Financial Life Ins Co Transamerica SC 2035 JPM Ret | — | — | — | $32K | 0.2% | |
| Transamerica Financial Life Ins Co Transamerica SC 2040 JPM Ret | — | — | — | $24K | 0.2% | |
| TRANSAMERICA OT 2010 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 684 | Pooled Separate Account | — | — | $24K | 0.2% | |
| Transamerica Financial Life Ins Co American Funds Balanced Ret Acct | — | — | — | $15K | <0.1% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $5K | <0.1% | |
| TRANSAMERICA OT 2065 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 402 | Pooled Separate Account | — | — | $4K | <0.1% | |
| ALLSPRING PRECIOUS METALS RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 272 | Pooled Separate Account | — | — | $814 | <0.1% | |
| AMERICAN CENTURY MID CAP VAL RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 276 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MORGAN STANLEY GR OPP RET ACCT TRANSAMERICA FINANCIAL LIFE · EIN 36-6071399 / PN 306 | Pooled Separate Account | — | — | $0 | <0.1% |
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