Plan Snapshot
- Plan Sponsor: Buchanan Ingersoll & Rooney PC
- Sponsor EIN: 251381032
- Sponsor Address: UNION TRUST BUILDING, PITTSBURGH, PA, 15219
- Plan Type: DC
- Total Participants: 793
- Total Assets: $484.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 793 | $484.1M | $10.9M | $9.5M |
| 2023 | 788 | $424.1M | $9.8M | $8.8M |
| 2022 | 780 | $386.9M | $9.6M | $8.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $87,384 | — | $87,384 |
| GUYASUTA INVESTMENT ADVISROS I | NONE | $34,196 | — | $34,196 |
| GLOBAL RETIREMENT PARTNERS LLC | NONE | $33,750 | — | $33,750 |
| ALLIANCEBERNSTEIN LP | NONE | $28,228 | — | $28,228 |
| CATANESE GROUP A PROFESSIONAL | NONE | $20,000 | — | $20,000 |
| CAMBRIDGE INVESTMENT RESEARCH | NONE | $9,333 | — | $9,333 |
| RKL WEALTH MANAGEMENT LLC | NONE | $7,562 | — | $7,562 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $220,453
- Estimated Expense Ratio: 0.046% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $220,527 | $116,697 | $4,000 | $16,000 | — |
| 2023 | $182,346 | $47,004 | $105,923 | — | — |
| 2022 | $247,734 | $211,734 | — | — | $36,000 |