Plan Snapshot
- Plan Sponsor: Pentair, INC.
- Sponsor EIN: 410907434
- Sponsor Address: 5500 WAYZATA BLVD, SUITE 900, GOLDEN VALLEY, MN, 554161259
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 3,742
- Total Assets: $0
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 | 3,742 | $0 | $0 | $0 |
| 2023 | 5,371 | $0 | $0 | $0 |
| 2022 | 5,830 | $0 | $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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | Other Service Provider | $2,373,709 | $41,183 | $2,414,892 |
| EXPRESS SCRIPTS | Other Service Provider | $1,103,438 | — | $1,103,438 |
| UNITED HEALTHCARE SERVICES INC | Other Service Provider | $899,851 | — | $899,851 |
| DELTA DENTAL | Recordkeeper | $181,392 | — | $181,392 |
| FURTHER | Other Service Provider | $35,274 | — | $35,274 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,634,847
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |