Planned Parenthood/orange And San Bernardino Counties, Inc. 401(k) Plan: Login, Facts & Contact Information

Planned Parenthood/orange And San Bernardino Counties, Inc. 401(k) Plan Facts

Plan name
PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC.
Participants
721 (569 active employees)
Former employees with a balance
164
Plan assets
$51,082,326 at Dec 31, 2024
Average account balance
$78,347 across 652 accounts
Employer contributions
$2,925,410 in plan year 2024 (47% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 12, 2001
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 22, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.26 million went into the plan in contributions, $2.93 million of it from the employer (47%).
  • $5.50 million was paid out to participants.
  • Investment and other income added $6.64 million.
  • Administrative expenses were $41,300, about $63 per account.

How the Planned Parenthood/orange And San Bernardino Counties, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019599$28.2 million$1.76 million$1.52 million
2020617$35.7 million$1.89 million$4.66 million
2021609$38.4 million$967,951$745,419
2022640$33.5 million$1.45 million$2.08 million
2023688$43.8 million$2.38 million$1.81 million
2024721$51.1 million$2.93 million$5.50 million

Planned Parenthood/orange And San Bernardino Counties, Inc. 401(k) Contact Information

Phone
714-633-6373
Mailing address
801 E. KATELLA AVE, ANAHEIM CA 92805
Plan sponsor
PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC.
Employer identification number (EIN)
95-6152773
Plan number
001

Questions about the Planned Parenthood/orange And San Bernardino Counties, Inc. 401(k)

Does Planned Parenthood/orange And San Bernardino Counties, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.93 million, 47% of all contributions.

Does the Planned Parenthood/orange And San Bernardino Counties, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Planned Parenthood/orange And San Bernardino Counties, Inc 401(k) plan?

721 participants at the start of plan year 2024, 569 of them active employees, and 164 former employees who still had money in the plan.

What is the average 401(k) balance at Planned Parenthood/orange And San Bernardino Counties, Inc?

About $78,347 per account: $51.1 million in plan assets across 652 accounts with a balance at the end of plan year 2024.

Who manages the Planned Parenthood/orange And San Bernardino Counties, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Planned Parenthood/orange And San Bernardino Counties, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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