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Original filing (PDF)20251015135714NAL0002406739001
PLANNED PARENTHOOD OF MARYLAND
Form 5500
FILING_RECEIVED
PPFA RETIREMENT PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
73
Accounts w/ balance
99
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: MIP CL 2 (no filing on disk)]" is 100% of plan.
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 MARYLAND.
Plan sponsor
Name
PLANNED PARENTHOOD OF MARYLAND
EIN
52-0607930
Address
330 NORTH HOWARD STREET · BALTIMORE, MD · 21201
Phone
(410) 576-2139
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
VICE PRESIDENT-HUMAN RESOURCES PPFA INC.
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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
KATZ, ABOSCH, ET. AL. P.A.
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 | -$815 | — |
Investments
1 pooled fund· $426K(6% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $426K | 5.5% |
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