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Original filing (PDF)20251010134211NAL0013222112001
PLANNED PARENTHOOD OF GREATER OHIO
Form 5500
FILING_RECEIVED
PPFA RETIREMENT PLAN
401(k) retirement plan
Active participants
231
Accounts w/ balance
350
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLANNED PARENTHOOD OF GREATER OHIO.
Plan sponsor
Name
PLANNED PARENTHOOD OF GREATER OHIO
EIN
34-1015976
Address
444 W. EXCHANGE ST. · AKRON, OH · 44302
Phone
(330) 535-2674
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
DIRECTOR OF COMPENSATION & BENEFITS
EIN
13-1644147
City
NEW YORK, NY
Phone
(212) 541-7800
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
BOBER, MARKEY, FEDOROVICH & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$2K | — |
Investments
27 direct securities · 1 pooled fund· $13.9M(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.
Uncategorized
$13.6M
27 holdings
Common Collective Trust
$331K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GROWTH CO K Mutual Fund | — | — | — | $1.7M | 12.7% | |
| FID FREEDOM 2045 K Mutual Fund | — | — | — | $1.4M | 10.2% | |
| FID FREEDOM 2035 K Mutual Fund | — | — | — | $1.4M | 10.2% | |
| FID FREEDOM 2050 K Mutual Fund | — | — | — | $1.1M | 8.1% | |
| FID FREEDOM 2055 K Mutual Fund | — | — | — | $1.1M | 7.9% | |
| FID 500 INDEX Mutual Fund | — | — | — | $959K | 7.1% | |
| FID EXTD MKT IDX Mutual Fund | — | — | — | $833K | 6.1% | |
| FID FREEDOM 2040 K Mutual Fund | — | — | — | $819K | 6.0% | |
| FID FREEDOM 2025 K Mutual Fund | — | — | — | $799K | 5.9% | |
| FID FREEDOM 2060 K Mutual Fund | — | — | — | $703K | 5.2% | |
| FID FREEDOM 2020 K Mutual Fund | — | — | — | $557K | 4.1% | |
| FID FREEDOM 2030 K Mutual Fund | — | — | — | $463K | 3.4% | |
| MIP CL 2 Common Collective Trust | — | — | — | $353K | 2.6% | |
| FID DIVERSFD INTL K6 Mutual Fund | — | — | — | $343K | 2.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $331K | 2.4% | |
| MFS VALUE R6 Mutual Fund | — | — | — | $218K | 1.6% | |
| PGIM TOTAL RTN BD R6 Mutual Fund | — | — | — | $192K | 1.4% | |
| FID GLB EX US IDX Mutual Fund | — | — | — | $97K | 0.7% | |
| FID FREEDOM 2015 K Mutual Fund | — | — | — | $95K | 0.7% | |
| FID FREEDOM 2065 K Mutual Fund | — | — | — | $90K | 0.7% | |
| of 5 years * Note receivable from participants - | — | — | — | $89K | 0.7% | |
| FID FREEDOM 2010 K Mutual Fund | — | — | — | $88K | 0.6% | |
| CONESTOGA SM CAP IS Mutual Fund | — | — | — | $78K | 0.6% | |
| VAN FTSE SOC IDX ADM Mutual Fund | — | — | — | $57K | 0.4% | |
| HARBOR SCV RET Mutual Fund | — | — | — | $49K | 0.4% | |
| FID FREEDOM INC K Mutual Fund | — | — | — | $28K | 0.2% | |
| FID US BOND IDX Mutual Fund | — | — | — | $22K | 0.2% | |
| VRTS DP REAL EST R6 Mutual Fund | — | — | — | $16K | 0.1% |
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