Plan Snapshot
- Plan Sponsor: Pantherx Specialty, LLC
- Sponsor EIN: 453620087
- Sponsor Address: 121 BAYER ROAD, BUILDING 5, PITTSBURGH, PA, 15205
- Plan Type: 401(k)
- Total Participants: 638
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 638 | $16.8M | $1.6M | $2.7M |
| 2023 | 470 | $9.2M | $1.1M | $1.9M |
| 2022 | 386 | $2.6M | $259,707 | $443,152 |
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 |
|---|---|---|---|---|
| GRANTTHORNTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANTTHORNTON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $117,559 | $27,428 | $81,936 | — | — |
| 2023 | $50,069 | — | $23,531 | — | — |
| 2022 | $868 | $141 | $727 | — | — |