Plan Snapshot
- Plan Sponsor: Dentons Cohen & Grigsby, P.C.
- Sponsor EIN: 251491692
- Sponsor Address: 625 LIBERTY AVENUE, PITTSBURGH, PA, 15222
- Plan Type: DC
- Total Participants: 138
- Total Assets: $150.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 138 | $150.7M | $4.6M | $0 |
| 2023 | 154 | $142.7M | $5.5M | $0 |
| 2022 | 171 | $131.1M | $5.8M | $0 |
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 |
|---|---|---|---|---|
| FORT PITT CAPITAL GROUP LLC | Other Service Provider | $428,500 | — | $428,500 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $26,971 | — | $26,971 |
| DINUZZO PRIVATE WEALTH INC | Other Service Provider | $10,087 | — | $10,087 |
| CHARLES SCHWAB & CO INC | Recordkeeper | $6,267 | — | $6,267 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- CHARLES SCHWAB & CO INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $471,825
- Estimated Expense Ratio: 0.313% 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 | $466,827 | $439,855 | — | — | — |
| 2023 | $427,656 | $382,365 | — | — | — |
| 2022 | $476,383 | $429,573 | — | — | — |