Planned Parenthood California Central Coast 403(b) Plan
Sponsored by Planned Parenthood California Central Coast · EIN 952319356 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 180
- With balances
- 219
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | 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 | $42,301 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $24,413 |