How big is Planned Parenthood North Central States' plan?

Planned Parenthood North Central States' plan reported $29.2M in assets and 592 participants for 2024.

Original filing (PDF)20250911155815NAL0000640337001

Planned Parenthood North Central States

Name: Planned Parenthood North Central States — Form 5500 Plan 003 (2024)
Creator: Planned Parenthood North Central States
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of Planned Parenthood North Central States

403(b) retirement plan · Planned Parenthood North Central States' 403(b) Thrift Plan for Employees of Planned Parenthood North Central States held $29.2M in plan assets for 592 participants in 2024, with Principal as recordkeeper.

Signals · 1

Late participant contributions

Active participants

592

Accounts w/ balance

765

Plan assets (EOY)

$29.2M

Net assets (EOY)

$29.2M

People on this filing

Esther Sandvik signed Planned Parenthood North Central States' 2024 Form 5500 as plan administrator.

Esther Sandvik — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Planned Parenthood North Central States' EIN is 83-0614523.

EIN 83-0614523

Plan number 003

Plan year 2024

ACK ID 20250911155815NAL0000640337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Planned Parenthood North Central States from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Planned Parenthood North Central States' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLANNED PARENTHOOD NORTH CENTRAL STATES.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).
Total administrative cost in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

PLANNED PARENTHOOD NORTH CENTRAL STATES

EIN

all filings

Address

671 VANDALIA STREET · SAINT PAUL, MN · 551141312

Phone

(651) 696-5511

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$141K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
HAYS FINANCIAL GROUP, LLC	41-1931920	—	INVESTMENT ADVISORY	$0	—

Investments

29 direct securities· $29.3M(100% of reported assets)

Other securities

$24.3M

17 holdings

Common Collective Trusts

$2.6M

3 holdings

Mutual Funds

$2.2M

8 holdings

Bonds / Notes

$264K

1 holding

					% of plan
Blackrock Advisors Lifepath Index 2045 Fund K	Other securities	—	—	$4.0M	13.8%
Blackrock Advisors Lifepath Index 2050 Fund K	Other securities	—	—	$3.7M	12.6%
Blackrock Advisors Lifepath Index 2055 Fund K	Other securities	—	—	$2.9M	10.1%
Blackrock Advisors Lifepath Index 2040 Fund K	Other securities	—	—	$2.7M	9.3%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$2.2M	7.7%
Alliance Bernstein Large Cap Growth I Fund	Other securities	—	—	$2.2M	7.4%
Blackrock Advisors Lifepath Index 2035 Fund K	Other securities	—	—	$1.9M	6.6%
Blackrock Advisors Lifepath Index 2060 Fund K	Other securities	—	—	$1.5M	5.1%
Blackrock Advisors Lifepath Index 2030 Fund K	Other securities	—	—	$1.2M	4.2%
Blackrock Advisors Lifepath Individual Retirement Fund K	Other securities	—	—	$1.1M	3.9%
Principal Fixed Income Guaranteed Option	Other securities	—	—	$1.0M	3.5%
Capital Research American Funds Small Cap World R6 Vanguard Mid Cap Index Admin Fund	Mutual Funds	—	—	$929K	3.2%
Blackrock Advisors Lifepath Index 2065 Fund K	Other securities	—	—	$542K	1.9%
Blackrock Advisors Total Return Fund K	Other securities	—	—	$482K	1.6%
Janus Henderson Balanced I Fund	Mutual Funds	—	—	$443K	1.5%
JP Morgan US Value R6 Fund	Other securities	—	—	$270K	0.9%
Participants Interest Rate 5.25% - 10.50% -	Bonds / Notes	—	—	$264K	0.9%
Alliance Bernstein Small Cap Growth Fund	Other securities	—	—	$237K	0.8%
Fidelity International Index Fund	Common Collective Trusts	—	—	$235K	0.8%
MFS Mid Cap Value R6 Fund	Mutual Funds	—	—	$227K	0.8%
Vanguard LifeStrategy Income Fund	Mutual Funds	—	—	$194K	0.7%
Capital Research American Funds New Perspective R6	Mutual Funds	—	—	$155K	0.5%
American Century Small Cap Value R6 Fund	Other securities	—	—	$154K	0.5%
Cohen & Steers Realty Share Fund	Other securities	—	—	$145K	0.5%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$102K	0.3%
Capital Research American Funds American Balanced R6 Fund	Mutual Funds	—	—	$96K	0.3%
MFS Mid Cap Growth R6 Fund	Mutual Funds	—	—	$86K	0.3%
(E)	Other securities	—	—	$86K	0.3%
Capital Research American Funds Newworld R5	Mutual Funds	—	—	$78K	0.3%