Plan Snapshot
- Plan Sponsor: Pitcairn Company
- Sponsor EIN: 231209830
- Sponsor Address: 161 WASHINGTON STREET, CONSHOHOCKEN, PA, 19428
- Plan Type: DB
- Total Participants: 14
- Total Assets: $37.4M
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 | 14 | $37.4M | $22,027 | $0 |
| 2023 | 16 | $37.3M | $0 | $0 |
| 2022 | 19 | $36.1M | $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 |
|---|---|---|---|---|
| APEX GROUP LTD | Other Service Provider | — | $48,982 | $48,982 |
| MILLIMAN | Recordkeeper | $43,575 | — | $43,575 |
| TVV CAPITAL | Other Service Provider | — | $36,884 | $36,884 |
| PARTNERS GROUP PRIVATE EQUITY LLC | Other Service Provider | — | $32,396 | $32,396 |
| MCNALLY CAPITAL | Other Service Provider | — | $26,566 | $26,566 |
| KREISCHER MILLER | Auditor | $22,122 | — | $22,122 |
| BEN FRANKLIN TECHNOLOGY PARTNERS | Other Service Provider | — | $17,381 | $17,381 |
| ALPINE ASSOCIATES MANAGEMENT INC. | Other Service Provider | — | $16,529 | $16,529 |
| INCOME RESEARCH & MANAGEMENT | Other Service Provider | — | $15,097 | $15,097 |
| BROWN ADVISORY | Other Service Provider | — | $13,114 | $13,114 |
| COHO PARTNERS, LTD. | Other Service Provider | — | $12,247 | $12,247 |
| O'SHAUGHNESSY ASSET MANAGEMENT | Other Service Provider | — | $10,991 | $10,991 |
| PARAMETRIC PORTFOLIO ASSOCIATES | Other Service Provider | — | $10,223 | $10,223 |
| THOMPSON, SIEGEL, & WALMSLEY (TSW) | Other Service Provider | — | $9,207 | $9,207 |
| LAZARD ASSET MANAGEMENT, LLC | Other Service Provider | — | $7,775 | $7,775 |
| COMMONGOOD CAPITAL, LLC | Other Service Provider | — | $7,697 | $7,697 |
| JO HAMBRO CAPITAL MANAGEMENT | Other Service Provider | — | $6,826 | $6,826 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $337,612
- Estimated Expense Ratio: 0.902% 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 | $285,489 | $98,456 | — | $22,122 | — |
| 2023 | $251,665 | $71,781 | — | $19,353 | — |
| 2022 | $230,031 | $64,303 | $4,414 | — | $57,728 |