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Original filing (PDF)20251014152754NAL0004392416001
PLANNED PARENTHOOD GREAT RIVERS
Form 5500
FILING_RECEIVED
PLANNED PARENTHOOD GREAT RIVERS PENSION PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
157
Accounts w/ balance
133
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
How this plan invests
This plan
1 pooled trust
Schedule D
61 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLANNED PARENTHOOD GREAT RIVERS.
Plan sponsor
Name
PLANNED PARENTHOOD GREAT RIVERS
EIN
43-0652666
Address
4251 FOREST PARK AVE · ST LOUIS, MO · 63108
Phone
(314) 531-7526
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
2025-10-14
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $525 | — |
Investments
42 direct securities · 1 pooled fund· $3.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$1.6M
41 holdings
Pooled Separate Account
$1.5M
1 holding
Guaranteed Income / GIC
$89K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $1.5M | 91.6% | |
| American United Life Ins Co Amercent One Choice 2050 A | — | — | — | $233K | 14.7% | |
| American United Life Ins Co Amercent One Choice 2040 A | — | — | — | $178K | 11.2% | |
| Separate Accounts * American United Life Ins Co Amercent One Choice In Ret A | — | — | — | $152K | 9.6% | |
| American United Life Ins Co Amercent One Choice 2045 A | — | — | — | $147K | 9.2% | |
| American United Life Ins Co Amercent One Choice 2035 A | — | — | — | $107K | 6.7% | |
| American United Life Ins Co Amercent One Choice 2060 A | — | — | — | $99K | 6.3% | |
| * American United Life Ins Co AUL Stable Value Account | Guaranteed Income / GIC | — | — | $89K | 5.6% | |
| American United Life Ins Co Amercent One Choice 2055 A | — | — | — | $68K | 4.3% | |
| American United Life Ins Co State Street Equity 500 Index R | — | — | — | $59K | 3.7% | |
| American United Life Ins Co Amercent One Choice 2025 A | — | — | — | $58K | 3.6% | |
| American United Life Ins Co Amercent One Choice 2030 A | — | — | — | $46K | 2.9% | |
| GOLDMAN SACHS GOLDMANSACHS MIDCAP GRTH SVC MUTUAL FUND SHARES 0 | — | — | — | $45K | 2.8% | |
| American United Life Ins Co Goldman Sachs Large Cap Gr Insghts Svc | — | — | — | $44K | 2.8% | |
| PARTICIPANTS LOANS 4.25% TO 8.75% 0 | — | — | — | $44K | 2.8% | |
| maturing through June 2053 - | — | — | — | $44K | 2.8% | |
| T. ROWE PRICE TROWEPRICE GRTH STOCK R MUTUAL FUND SHARES 0 | — | — | — | $40K | 2.5% | |
| American United Life Ins Co ThornburgIntlEQR3 | — | — | — | $17K | 1.1% | |
| THORNBURG INTL EQ R3 MUTUAL FUND SHARES 0 | — | — | — | $17K | 1.1% | |
| FEDERATED FED HERM MDT SM CAP CORE A MUTUAL FUND SHARES 0 | — | — | — | $15K | 0.9% | |
| LORD ABBETT LORD ABBETT INTL OPP R3 MUTUAL FUND SHARES 0 63 MFS MID CAP VALUE R2 MUTUAL FUND SHARES 0 | — | — | — | $15K | 0.9% | |
| INVESCO DIVERSIFIED DIV A MUTUAL FUND SHARES 0 | — | — | — | $14K | 0.9% | |
| AMERICAN FUNDS AMERFDS EUROPAC GRTH R3 MUTUAL FUND SHARES 0 | — | — | — | $14K | 0.9% | |
| American United Life Ins Co American Funds Europacific Growth R3 | — | — | — | $14K | 0.9% | |
| PIONEER BOND A MUTUAL FUND SHARES 0 | — | — | — | $12K | 0.8% | |
| American United Life Ins Co American Funds New Perspective R3 | — | — | — | $10K | 0.6% | |
| FRANKLIN/TEMPLETON PUTNAM LARGE CAP VALUE A MUTUAL FUND SHARES 0 | — | — | — | $10K | 0.6% | |
| American United Life Ins Co American Century One Choice 2065 A | — | — | — | $10K | 0.6% | |
| PRINCIPAL SMCAP S&P 600 IDX R3 MUTUAL FUND SHARES 0 | — | — | — | $8K | 0.5% | |
| PRINCIPAL MDCAP S&P 400 IDX R3 MUTUAL FUND SHARES 0 | — | — | — | $7K | 0.5% | |
| JANUS HENDERSON JAN HEN SMALL CAP VAL S MUTUAL FUND SHARES 0 | — | — | — | $7K | 0.5% | |
| American United Life Ins Co Goldman Sachs Small Cap Value Svc | — | — | — | $7K | 0.4% | |
| American United Life Ins Co Alger Capital Appreciation Instl R | — | — | — | $6K | 0.4% | |
| party collateral, par or maturity value (d) Cost (e) Current value ALGER CAP APP INST R MUTUAL FUND SHARES 0 | — | — | — | $6K | 0.4% | |
| FIDELITY ADV TOTAL BOND M MUTUAL FUND SHARES 0 | — | — | — | $6K | 0.4% | |
| INVESCO DEVELOPING MKTS A MUTUAL FUND SHARES 0 | — | — | — | $6K | 0.4% | |
| PIONEER SEL MID CAP GROWTH A MUTUAL FUND SHARES 0 | — | — | — | $4K | 0.3% | |
| American United Life Ins Co Thornburg Limited Term Income R3 | — | — | — | $3K | 0.2% | |
| VIRTUS CEREDEX LCV EQTY A MUTUAL FUND SHARES 0 | — | — | — | $2K | 0.1% | |
| INVESCO SMCAP GRTH R MUTUAL FUND SHARES 0 | — | — | — | $1K | <0.1% | |
| American United Life Ins Co Invesco Small Cap Growth R | — | — | — | $1K | <0.1% | |
| BLACKROCK MID-CAP GRO EQUITY R MUTUAL FUND SHARES 0 | — | — | — | $1K | <0.1% | |
| American United Life Ins Co BlackrockM id-CapGroEquityR | — | — | — | $1K | <0.1% |
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