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Original filing (PDF)20251014170739NAL0003468193001
PLANNED PARENTHOOD PASADENA AND SAN GABRIEL VALLEY, INC.
Form 5500
FILING_RECEIVED
PPFA RETIREMENT PLAN
401(k) retirement plan
Active participants
111
Accounts w/ balance
181
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
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 PASADENA AND SAN GABRIEL VALLEY, INC..
Plan sponsor
Name
PLANNED PARENTHOOD PASADENA AND SAN GABRIEL VALLEY, INC.
EIN
95-1916050
Address
2333 LAKE AVENUE · ALTADENA, CA · 91001
Phone
(626) 794-5737
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
PLANNED PARENTHOOD FEDERATION OF AMERICA
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 | -$2K | — |
Investments
24 direct securities · 1 pooled fund· $9.8M(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
$9.3M
24 holdings
Common Collective Trust
$478K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity Freedom 2050 K | — | — | — | $1.5M | 16.3% | |
| Fidelity Management Trust Company Fidelity Freedom 2045 K | — | — | — | $1.4M | 14.8% | |
| Fidelity Management Trust Company Fidelity Freedom 2055 K | — | — | — | $1.1M | 12.3% | |
| Fidelity Management Trust Company Fidelity 500 Index | — | — | — | $1.1M | 11.9% | |
| Fidelity Management Trust Company Fidelity Freedom 2040 K | — | — | — | $707K | 7.6% | |
| Fidelity Management Trust Company Fidelity Growth CO K | — | — | — | $610K | 6.6% | |
| Fidelity Management Trust Company - Managed Income | — | — | — | $509K | 5.5% | |
| Fidelity Management Trust Company Fidelity Freedom 2060 K | — | — | — | $482K | 5.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $478K | 5.1% | |
| Fidelity Management Trust Company Fidelity Freedom 2030 K | — | — | — | $339K | 3.7% | |
| Fidelity Management Trust Company Fidelity Freedom Inc K 787 * Fidelity Management Trust Company Fidelity Freedom 2020 K | — | — | — | $290K | 3.1% | |
| Massachusetts Financial Services Company MFS VALUE R6 | — | — | — | $220K | 2.4% | |
| Fidelity Management Trust Company Fidelity US Bond Index | — | — | — | $170K | 1.8% | |
| PGIM Investments LLC PGIM TOTAL RTN BD R6 | — | — | — | $163K | 1.8% | |
| Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $131K | 1.4% | |
| Fidelity Management Trust Company Fidelity Freedom 2025 K | — | — | — | $124K | 1.3% | |
| Fidelity Management Trust Company Fidelity Diversified INTL K6 | — | — | — | $108K | 1.2% | |
| Fidelity Management Trust Company Fidelity Freedom 2035 K | — | — | — | $107K | 1.2% | |
| Harbor Capital Advisors HARBOR SCV RET | — | — | — | $87K | 0.9% | |
| Fidelity Management Trust Company Fidelity EXTD MKT Index | — | — | — | $44K | 0.5% | |
| Fidelity Management Trust Company Fidelity GLB EX US Index | — | — | — | $32K | 0.3% | |
| Fidelity Management Trust Company Fidelity Freedom 2065 K | — | — | — | $31K | 0.3% | |
| Conestoga SM CAP IS | — | — | — | $29K | 0.3% | |
| BT Wealth Industry BTW BALANCED | — | — | — | $6K | <0.1% | |
| Virtus VRTS DP REAL EST R6 | — | — | — | $1K | <0.1% |
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