Back to filter
Original filing (PDF)20250721165807NAL0004475794001
PLANNED PARENTHOOD MAR MONTE, INC.
Form 5500
FILING_RECEIVED
401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF PLANNED PARENTHOOD MAR MONTE, INC.
401(k) retirement plan
Active participants
753
Accounts w/ balance
1,245
Plan assets (EOY)
$70.7M
Net assets (EOY)
$70.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLANNED PARENTHOOD MAR MONTE, INC..
Plan sponsor
Name
PLANNED PARENTHOOD MAR MONTE, INC.
EIN
94-1583439
Address
1691 THE ALAMEDA · SAN JOSE, CA · 95126
Phone
(408) 795-3746
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
2025-07-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $58K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | 36-4291971 | — | CONSULTANT | $45K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | INVESTMENT MGMT | $12K | — |
Investments
30 direct securities· $70.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EI Fixed Account - Series Class IV Guarantee interest account, at contract value | — | — | — | $10.9M | 15.4% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $8.1M | 11.4% | |
| iShares S&P 500 Index K Mutual Fund | — | — | — | $7.9M | 11.1% | |
| MFS Massachusetts Investor GR Stk R6 Mutual Fund | — | — | — | $4.7M | 6.6% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Fund | — | — | — | $4.4M | 6.3% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund | — | — | — | $3.9M | 5.5% | |
| iShares Russell Mid-Cap Index K Mutual Fund | — | — | — | $3.4M | 4.8% | |
| Hotchkis & Wiley Small Cap Value Z Mutual Fund | — | — | — | $3.4M | 4.7% | |
| Dodge & Cox Stock Fund - 1 Mutual Fund | — | — | — | $2.7M | 3.9% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Fund | — | — | — | $2.6M | 3.7% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund | — | — | — | $2.5M | 3.5% | |
| Vanguard Explorer Adm Mutual Fund | — | — | — | $2.4M | 3.3% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund | — | — | — | $2.3M | 3.2% | |
| Fidelity International Growth Mutual Fund | — | — | — | $2.0M | 2.8% | |
| Fidelity Total Bond K6 Mutual Fund | — | — | — | $1.6M | 2.3% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Fund | — | — | — | $1.6M | 2.3% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Fund | — | — | — | $1.5M | 2.1% | |
| iShares MSCI Total International Index K Mutual Fund | — | — | — | $1.0M | 1.4% | |
| Vanguard Real Estate Index Admiral Mutual Fund | — | — | — | $690K | 1.0% | |
| maturing through April 2034 -0- | — | — | — | $689K | 1.0% | |
| MFS Mid Cap Growth R6 Mutual Fund | — | — | — | $621K | 0.9% | |
| Fidelity Inflation Protected Bond Index Mutual Fund | — | — | — | $605K | 0.9% | |
| MFS Mid Cap Value R6 Mutual Fund | — | — | — | $402K | 0.6% | |
| American Funds New World R6 Mutual Fund | — | — | — | $339K | 0.5% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Fund | — | — | — | $211K | 0.3% | |
| iShares Russell 2000 Small-Cap Index K Mutual Fund | — | — | — | $196K | 0.3% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Fund | — | — | — | $80K | 0.1% | |
| American Funds 2010 Trgt Date Retire R6 Mutual Fund | — | — | — | $58K | <0.1% | |
| American Funds 2015 Trgt Date Retire R6 Mutual Fund | — | — | — | $42K | <0.1% | |
| Dreyfus Government Cash Mgmt Inst Mutual Fund | — | — | — | $25K | <0.1% |