Plan Snapshot
- Plan Sponsor: Pittsburgh Associates
- Sponsor EIN: 251512457
- Sponsor Address: 115 FEDERAL STREET, PITTSBURGH, PA, 15212
- Plan Type: DB
- Total Participants: 119
- Total Assets: $48.5M
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 | 119 | $48.5M | $150,000 | $0 |
| 2023 | 123 | $47.7M | $400,000 | $0 |
| 2022 | 126 | $49.0M | $400,000 | $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 |
|---|---|---|---|---|
| SEI INVESTMENTS MANAGEMENT CORP | Other Service Provider | $104,761 | — | $104,761 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $46,434 | — | $46,434 |
| GRANT THORNTON LLP | Auditor | $23,830 | — | $23,830 |
| U.S. BANK NATIONAL ASSOCIATION | Recordkeeper | $9,840 | — | $9,840 |
| MORGAN, LEWIS & BOCKIUS LLP | ERISA Attorney | $5,079 | — | $5,079 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- GRANT THORNTON LLP — Auditor
- U.S. BANK NATIONAL ASSOCIATION — Recordkeeper
- MORGAN, LEWIS & BOCKIUS LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $189,944
- Estimated Expense Ratio: 0.391% 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 | $300,492 | $107,428 | — | $23,830 | — |
| 2023 | $480,573 | $50,747 | — | $26,814 | — |
| 2022 | $583,737 | $81,359 | — | — | $66,218 |