AUMdb

Planned Parenthood Of Greater Washington And North Idaho Retirement Plan

Sponsored by Planned Parenthood Of Greater Washington And North Idaho · EIN 916071384 · Plan #003

Total assets
$12.1M
Net assets
$12.1M
Active participants
208
With balances
201

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Osaic Wealth. Investment advisory (plan), Direct payment from the plan $14,349
The Vanguard Group, Inc. Participant loan processing, Other fees, Direct payment from the plan $3,475