How big is Planned Parenthood Association of Utah's plan?

Planned Parenthood Association of Utah's plan reported $4.5M in assets and 127 participants for 2024.

Original filing (PDF)20251006154643NAL0002230179001

Planned Parenthood Association of Utah

Name: Planned Parenthood Association of Utah — Form 5500 Plan 002 (2024)
Creator: Planned Parenthood Association of Utah
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Planned Parenthood Association of Utah 403(b) Plan

401(k) retirement plan · Planned Parenthood Association of Utah's Planned Parenthood Association of Utah 403(b) Plan held $4.5M in plan assets for 127 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

127

Accounts w/ balance

155

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

McKell James signed Planned Parenthood Association of Utah's 2024 Form 5500 as plan administrator.

McKell James — 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 Association of Utah's EIN is 87-0288909.

EIN 87-0288909

Plan number 002

Plan year 2024

ACK ID 20251006154643NAL0002230179001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Planned Parenthood Association of Utah's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, 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 ASSOCIATION OF UTAH.

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How this plan invests

This plan

1 pooled trust

Schedule D

31 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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) — 14K (2% of contributions).

Plan sponsor

Name

PLANNED PARENTHOOD ASSOCIATION OF UTAH

EIN

all filings

Address

654 SOUTH 900 EAST · SALT LAKE CITY, UT · 84102

Phone

(801) 532-1586

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

EIDE BAILLY, LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
D.A. DAVIDSON AND CO	81-0139474	—	SERVICE PROVIDER	$0	—

Investments

31 direct securities · 1 pooled fund· $8.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$4.5M

1 holding

Pooled Separate Accounts

$4.2M

29 holdings

Bonds / Notes

$7K

1 holding

Other securities

$2K

1 holding

					% of plan
VOYA RETIREMENT INSUARANCE VOYA · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$4.5M	99.8%
American Funds 2045 T Date R6 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$708K	15.7%
American Funds 2020 T Date R6 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$378K	8.4%
American Funds 2040 T Date R6 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$349K	7.7%
American Funds 2030 T Date R6 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$337K	7.5%
Vangrd 500 Index Fund Adm Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$323K	7.2%
American Funds 2035 T Date R6 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$317K	7.0%
American Funds 2015 T Date R6 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$309K	6.8%
American Funds 2055 T Date R6 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$257K	5.7%
American Funds 2060 T Date R6 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$208K	4.6%
Vangrd Growth Index Fund Adm Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$198K	4.4%
American Funds Am Balanced R6 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$115K	2.6%
American Funds 2065 T Date R6 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$105K	2.3%
Vangrd Value Index Fund Adm Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$86K	1.9%
Vangrd Tot St Mkt Indx Fd Adm Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$79K	1.8%
Vangrd Mid-Cap Index Fund Adm Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$66K	1.5%
Vangrd Tot Int Stk In F Adm Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$57K	1.3%
American Funds 2010 T Date R6 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$38K	0.8%
Vangrd Tot Bd Mkt Ind Fd Adm Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$32K	0.7%
Vangrd Intl Value Fnd Inv Pooled Separate Accounts N/A 52 * Vangrd Md-Cap Grw Index Fd Adm Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$29K	0.6%
Vangrd Intl Grw Fnd Adm Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$29K	0.6%
Vangrd Sm-Cap Grw Index Fd Adm Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$27K	0.6%
Vangrd Mid-Cap Vl Indx Fnd Adm Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$23K	0.5%
Vangrd Small-Cap Index Fnd Adm Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$22K	0.5%
Vangrd Em Mkts Stk Ind Fd Adm Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$19K	0.4%
American Funds 2025 T Date R6 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$17K	0.4%
Vangrd Sm-Cap Vl Index Fnd Adm Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$11K	0.2%
Vanguard Real Estate Indx Adm Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$7K	0.2%
BlkRck Strat Global Bond K Pooled Separate Accounts N/A 81 * Eaton Vance Fltg Rate Fd R6 Pooled Separate Accounts N/A 45 * TIAA CREF Infl Lnk Bd Fd Adv Pooled Separate Accounts N/A 25 * Thornburg Strat Inc Fnd R6 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$7K	0.2%
Notes receivable from participants Maturing 2025-2026 at interest rates of 4.25% - 8.50% -	Bonds / Notes	—	—	$7K	0.1%
Voya Fixed Plus Account III Fixed Investment Fund N/A	Other securities	—	—	$2K	<0.1%
Vangrd High-Yd Corp Fnd Adm Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$1K	<0.1%