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Original filing (PDF)20251015145939NAL0004924049001
PLANNED PARENTHOOD SOUTH ATLANTIC
Form 5500
FILING_RECEIVED
PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
336
Accounts w/ balance
231
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
Plan health score (directional)
85
/ 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
80
Vendor stack
80
Participation health
80
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLANNED PARENTHOOD SOUTH ATLANTIC.
Plan sponsor
Name
PLANNED PARENTHOOD SOUTH ATLANTIC
EIN
56-1282557
Address
100 SOUTH BOYLAN AVENUE · RALEIGH, NC · 27603
Phone
(919) 833-7526
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2E · Profit-sharing
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TAIT, WELLER & BAKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC | 11-3152836 | — | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QRPS, INC | 56-1606387 | RALEIGH, NC | CONTRACT ADMIN | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 04-1590850 | — | SERVICE PROVIDER | $44K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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