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Original filing (PDF)20251014135658NAL0001499427001
PLANNED PARENTHOOD OF GREATER TEXAS
Form 5500
FILING_RECEIVED
PPFA RETIREMENT PLAN
401(k) retirement plan
Active participants
198
Accounts w/ balance
359
Plan assets (EOY)
$20.4M
Net assets (EOY)
$20.4M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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 TEXAS.
Plan sponsor
Name
PLANNED PARENTHOOD OF GREATER TEXAS
EIN
52-1243220
Address
7424 GREENVILLE AVE SUITE 206 · DALLAS, TX · 75231
Phone
(214) 363-2004
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP.
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 | -$6K | — |
Investments
28 direct securities · 1 pooled fund· $21.6M(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
$20.5M
28 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID Growth Co K | — | — | — | $2.7M | 13.0% | |
| Fidelity FID 500 Index | — | — | — | $2.3M | 11.2% | |
| Fidelity FID Freedom 2035 K | — | — | — | $1.9M | 9.4% | |
| Fidelity FID Freedom 2045 K | — | — | — | $1.9M | 9.2% | |
| Fidelity FID Freedom 2030 K | — | — | — | $1.5M | 7.2% | |
| Fidelity FID Freedom 2055 K | — | — | — | $1.3M | 6.3% | |
| Fidelity Management Trust Company - Managed Income Portfolio CL 2 | — | — | — | $1.1M | 5.6% | |
| Fidelity FID Freedom 2020 K | — | — | — | $1.1M | 5.5% | |
| Fidelity FID Freedom 2040 K | — | — | — | $1.1M | 5.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.1M | 5.3% | |
| Fidelity FID Freedom 2050 K | — | — | — | $924K | 4.5% | |
| Fidelity FID Freedom 2025 K | — | — | — | $883K | 4.3% | |
| Fidelity FID Extd Mkt IDX | — | — | — | $763K | 3.7% | |
| Fidelity FID Freedom 2060 K | — | — | — | $714K | 3.5% | |
| Fidelity FID Diversified Intl K6 | — | — | — | $450K | 2.2% | |
| PGIM Investments LLC PGIM TOTAL RTN BD R6 | — | — | — | $432K | 2.1% | |
| Massachusetts Financial Services Company MFS Value R6 | — | — | — | $287K | 1.4% | |
| Fidelity FID US Bond IDX | — | — | — | $258K | 1.3% | |
| Fidelity FID Freedom 2015 K | — | — | — | $182K | 0.9% | |
| Conestoga Sm Cap IS | — | — | — | $159K | 0.8% | |
| Fidelity FID Freedom 2010 K | — | — | — | $111K | 0.5% | |
| Participant Loans Rates from 4.25% to 9.50% | — | — | — | $108K | 0.5% | |
| Fidelity FID GLB EX US IDX | — | — | — | $86K | 0.4% | |
| Harbor Capital Advisors Harbor SCV RET | — | — | — | $83K | 0.4% | |
| Virtus VRTS DP REAL EST R6 | — | — | — | $57K | 0.3% | |
| VAN FTSE VAN FTSE SOC IDX ADM | — | — | — | $49K | 0.2% | |
| Fidelity FID Freedom 2065 K | — | — | — | $48K | 0.2% | |
| BTW Balanced BTW Balanced | — | — | — | $30K | 0.1% | |
| Fidelity FID Freedom Inc K | — | — | — | $8K | <0.1% |
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