403(b) Thrift Plan For Employees Of Planned Parenthood North Central States
Sponsored by Planned Parenthood North Central States · EIN 830614523 · Plan #003
- Total assets
- $29.2M
- Net assets
- $29.2M
- Active participants
- 592
- With balances
- 765
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hays Financial Group, Llc CRD 306877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $140,898 |
| Hays Financial Group, Llc | Investment advisory (plan), Other fees | $0 |