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Original filing (PDF)20251014112012NAL0001276739001
PLANNED PARENTHOOD GULF COAST
Form 5500
FILING_RECEIVED
PPFA RETIREMENT PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
243
Accounts w/ balance
283
Plan assets (EOY)
$17.9M
Net assets (EOY)
$17.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Fidelity Growth Co K" is 29% 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 GULF COAST.
Plan sponsor
Name
PLANNED PARENTHOOD GULF COAST
EIN
74-1100163
Address
4600 GULF FREEWAY · HOUSTON, TX · 77023
Phone
(713) 831-6613
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
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
25 direct securities · 1 pooled fund· $18.0M(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
$17.9M
25 holdings
Common Collective Trust
$99K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Co K | — | — | — | $5.3M | 29.4% | |
| Fidelity 500 Index | — | — | — | $2.3M | 13.0% | |
| Fidelity Freedom 2025 K | — | — | — | $1.9M | 10.6% | |
| Fidelity Freedom 2030 K | — | — | — | $1.4M | 8.0% | |
| Fidelity Freedom 2050 K | — | — | — | $1.2M | 6.7% | |
| Fidelity Freedom 2035 K | — | — | — | $1.0M | 5.6% | |
| Fidelity Freedom 2045 K | — | — | — | $935K | 5.2% | |
| Fidelity Freedom 2040 K | — | — | — | $897K | 5.0% | |
| Fidelity Freedom 2055 K | — | — | — | $774K | 4.3% | |
| Fidelity Extd Mkt Index | — | — | — | $366K | 2.0% | |
| Fidelity Freedom 2060 K | — | — | — | $293K | 1.6% | |
| Fidelity Diversified Intl K6 | — | — | — | $254K | 1.4% | |
| Massachusetts Financial Services Company MFS Value R6 | — | — | — | $247K | 1.4% | |
| Harbor Capital Advisors Harbor SCV RET | — | — | — | $193K | 1.1% | |
| PGIM Investments LLC PGIM TOTAL RTN BD R6 | — | — | — | $125K | 0.7% | |
| Vanguard VAN FTSE SOC IDX ADM | — | — | — | $113K | 0.6% | |
| Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $109K | 0.6% | |
| Fidelity Management Trust Company - Managed Income Portfolio CL2 | — | — | — | $105K | 0.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $99K | 0.6% | |
| Fidelity GLB EX US Index | — | — | — | $99K | 0.6% | |
| Fidelity Freedom 2015 K | — | — | — | $82K | 0.5% | |
| Fidelity Freedom 2020 K | — | — | — | $66K | 0.4% | |
| Fidelity Freedom 2065 K | — | — | — | $56K | 0.3% | |
| Fidelity US Bond Index | — | — | — | $34K | 0.2% | |
| Virtus VRTS DP REAL EST R6 | — | — | — | $20K | 0.1% | |
| Conestoga Sm Cap IS | — | — | — | $18K | 0.1% |
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