Plan Snapshot
- Plan Sponsor: Pentair Flow Technologies, LLC
- Sponsor EIN: 411881858
- Sponsor Address: 5500 WAYZATA BOULEVARD, SUITE 900, GOLDEN VALLEY, MN, 554161261
- Plan Type: DB
- Total Participants: 198
- Total Assets: $21.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 198 | $21.2M | $6.4M | $0 |
| 2023 | 208 | $16.5M | $284,000 | $0 |
| 2022 | 208 | $16.3M | $0 | $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 |
|---|---|---|---|---|
| TOWERS WATSON DELWARE INC | Investment Advisor | $200,907 | — | $200,907 |
| MERCER (US), INC. | Investment Advisor | $39,798 | — | $39,798 |
| JP MORGAN | Investment Advisor | $28,462 | — | $28,462 |
| PNC BANK | Investment Advisor | $15,512 | — | $15,512 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TOWERS WATSON DELWARE INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $284,679
- Estimated Expense Ratio: 1.341% 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 | $481,622 | $64,260 | — | — | — |
| 2023 | $682,334 | $77,851 | — | — | — |
| 2022 | $515,670 | — | — | — | — |