# Buchanan Ingersoll & Rooney PC DC Plan
Source: https://planprovider.pro/companies/buchanan-ingersoll-rooney-pc-plan-003

> Buchanan Ingersoll & Rooney PC's DC plan: 793 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — NONE

## 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|

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