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Original filing (PDF)20251014153022NAL0004392096001
PLANNED PARENTHOOD GREAT RIVERS
Form 5500
FILING_RECEIVED
PLANNED PARENTHOOD GREAT RIVERS TSA PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
157
Accounts w/ balance
103
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
1 pooled trust
Schedule D
59 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 66% balance-to-active ratio — below typical for a healthy 401(k).
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
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
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 | $1K | — |
Investments
39 direct securities · 1 pooled fund· $8.9M(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
$4.5M
38 holdings
Pooled Separate Account
$4.3M
1 holding
Guaranteed Income / GIC
$79K
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 | — | — | $4.3M | 95.7% | |
| Separate Accounts * American United Life Ins Co Amercent One Choice 2050 A | — | — | — | $630K | 14.0% | |
| American United Life Ins Co Amercent One Choice 2035 A | — | — | — | $567K | 12.6% | |
| American United Life Ins Co Amercent One Choice 2040 A | — | — | — | $380K | 8.5% | |
| American United Life Ins Co Amercent One Choice 2045 A | — | — | — | $361K | 8.0% | |
| American United Life Ins Co Amercent One Choice In Ret A | — | — | — | $312K | 6.9% | |
| American United Life Ins Co Amercent One Choice 2060 A | — | — | — | $288K | 6.4% | |
| STATE STREET STATE STREET EQUTY 500 INDX R MUTUAL FUND SHARES 0 | — | — | — | $247K | 5.5% | |
| American United Life Ins Co Amercent One Choice 2030 A | — | — | — | $208K | 4.6% | |
| American United Life Ins Co Goldman Sachs Mid Cap Gr Insghts Svc | — | — | — | $171K | 3.8% | |
| American United Life Ins Co Goldman Sachs Large Cap Gr Insghts Svc | — | — | — | $130K | 2.9% | |
| American United Life Ins Co Amercent One Choice 2055 A | — | — | — | $115K | 2.6% | |
| Participant Loans Interest rate ranging from 4.25% to 8.75%, | — | — | — | $115K | 2.6% | |
| American United Life Ins Co T. Rowe Price Growth Stock R | — | — | — | $103K | 2.3% | |
| American United Life Ins Co MFS Mid Cap Value R2 | — | — | — | $83K | 1.8% | |
| * American United Life Ins Co AUL Stable Value Account | Guaranteed Income / GIC | — | — | $79K | 1.8% | |
| THORNBURG INTL EQ R3 MUTUAL FUND SHARES 0 | — | — | — | $64K | 1.4% | |
| INVESCO DIVERSIFIED DIV A MUTUAL FUND SHARES 0 | — | — | — | $62K | 1.4% | |
| American United Life Ins Co Amercent One Choice 2025 A | — | — | — | $56K | 1.3% | |
| American United Life Ins Co Fed Herm MDT SM Cap core A | — | — | — | $53K | 1.2% | |
| American United Life Ins Co American Funds Europacific Growth R3 | — | — | — | $53K | 1.2% | |
| AMERICAN FUNDS AMERFDS EUROPAC GRTH R3 MUTUAL FUND SHARES 0 | — | — | — | $53K | 1.2% | |
| FRANKLIN/TEMPLETON PUTNAM LARGE CAP VALUE A MUTUAL FUND SHARES 0 | — | — | — | $52K | 1.2% | |
| FIDELITY ADV TOTAL BOND M MUTUAL FUND SHARES 0 | — | — | — | $47K | 1.1% | |
| PIONEER BOND A MUTUAL FUND SHARES 0 | — | — | — | $47K | 1.0% | |
| JANUS HENDERSON JAN HEN SMALL CAP VAL S MUTUAL FUND SHARES 0 | — | — | — | $44K | 1.0% | |
| American United Life Ins Co American Funds New Perspective R3 | — | — | — | $39K | 0.9% | |
| American United Life Ins Co Goldman Sachs Small Cap Value Svc | — | — | — | $39K | 0.9% | |
| American United Life Ins Co Principal MidCap S&P 400 Index R3 | — | — | — | $30K | 0.7% | |
| American United Life Ins Co Principal SmallCap S&P 600 Index R3 | — | — | — | $30K | 0.7% | |
| party collateral, par or maturity value (d) Cost (e) Current value ALGER CAP APP INST R MUTUAL FUND SHARES 0 | — | — | — | $21K | 0.5% | |
| American United Life Ins Co Alger Capital Appreciation Instl R | — | — | — | $21K | 0.5% | |
| INVESCO DEVELOPING MKTS A MUTUAL FUND SHARES 0 | — | — | — | $17K | 0.4% | |
| BLACKROCK MID-CAP GRO EQUITY R MUTUAL FUND SHARES 0 | — | — | — | $16K | 0.4% | |
| American United Life Ins Co Thornburg Limited Term Income R3 | — | — | — | $9K | 0.2% | |
| American United Life Ins Co Pioneer Select Mid Cap Growth A | — | — | — | $6K | 0.1% | |
| VIRTUS CEREDEX LCV EQTY A MUTUAL FUND SHARES 0 | — | — | — | $6K | 0.1% | |
| American United Life Ins Co American Century One Choice 2065 A | — | — | — | $6K | 0.1% | |
| INVESCO SMCAP GRTH R MUTUAL FUND SHARES 0 | — | — | — | $6K | 0.1% | |
| American United Life Ins Co Invesco Small Cap Growth R | — | — | — | $6K | 0.1% |
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