Plan Snapshot
- Plan Sponsor: Pietragallo Gordon Alfano Bosick & Raspanti
- Sponsor EIN: 251543933
- Sponsor Address: ONE OXFORD CENTRE, 38TH FLOOR, PITTSBURGH, PA, 15219
- Plan Type: DC
- Total Participants: 102
- Total Assets: $49.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 102 | $49.2M | $767,217 | $1.3M |
| 2023 | 107 | $47.3M | $786,417 | $1.2M |
| 2022 | 98 | $40.6M | $715,943 | $1.1M |
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 |
|---|---|---|---|---|
| AUREUS ASSET MANAGEMENT | INVESTEMENT M ANAGER | $108,971 | — | $108,971 |
| ROBERT W BAIRD & CO., INCORPORATED | INVESTMENT AD VISOR | $52,425 | — | $52,425 |
| URISH POPECK & CO., LLC | AUDITOR | $7,739 | — | $7,739 |
| METRO BENEFITS, INC. | CONTRACT ADMIN | $7,131 | — | $7,131 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- URISH POPECK & CO., LLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $176,266
- Estimated Expense Ratio: 0.358% 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 | $171,425 | $108,971 | — | — | — |
| 2023 | $141,488 | $91,468 | — | — | — |
| 2022 | $133,261 | $83,644 | — | — | $49,617 |