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Original filing (PDF)20250828133611NAL0005553795001
PLANNED PARENTHOOD OF GREATER WASHINGTON AND NORTH IDAHO
Form 5500
FILING_RECEIVED
PLANNED PARENTHOOD OF GREATER WASHINGTON AND NORTH IDAHO RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
208
Accounts w/ balance
201
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLANNED PARENTHOOD OF GREATER WASHINGTON AND NORTH IDAHO.
Plan sponsor
Name
PLANNED PARENTHOOD OF GREATER WASHINGTON AND NORTH IDAHO
EIN
91-6071384
Address
1117 TIETON DRIVE · YAKIMA, WA · 98902
Phone
(509) 225-3411
Industry
Health Care & Social Assistancesee all
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
2025-08-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH. | — | PHOENIX, AZ | NONE | $14K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
26 direct securities· $12.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $2.4M | 19.9% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $1.9M | 15.5% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $1.3M | 10.6% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $1.0M | 8.4% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $861K | 7.1% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $695K | 5.8% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $628K | 5.2% | |
| Fidelity Large Cap Growth Index Fidelity 0 | — | — | — | $596K | 4.9% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $532K | 4.4% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $490K | 4.1% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $463K | 3.8% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $310K | 2.6% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $309K | 2.6% | |
| iShares Russell SmlMidCap Ind K iShares 0 | — | — | — | $97K | 0.8% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $97K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $96K | 0.8% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $76K | 0.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $59K | 0.5% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $56K | 0.5% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $34K | 0.3% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $31K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $13K | 0.1% | |
| Vanguard Global ESG Select Stock Adm Vanguard 0 | — | — | — | $8K | <0.1% | |
| iShares Total U.S. Stock Mkt Ind K iShares 0 | — | — | — | $7K | <0.1% | |
| American Funds Trgt Date Ret 2010 R6 American Funds 0 | — | — | — | $2K | <0.1% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $2K | <0.1% |