Plan Snapshot
- Plan Sponsor: Pjtc Holdings, INC.
- Sponsor EIN: 853282184
- Sponsor Address: 225 NORTH SHORE DRIVE, PITTSBURGH, PA, 15212
- Plan Type: 401(k)
- Total Participants: 670
- Total Assets: $320.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 670 | $320.2M | $12.4M | $6.5M |
| 2023 | 671 | $284.8M | $11.1M | $6.1M |
| 2022 | 680 | $238.7M | $10.5M | $5.5M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | Recordkeeper | $70,879 | — | $70,879 |
| PNC INSTITUTIONAL ASSET MANAGEMENT | Investment Advisor | $50,000 | — | $50,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,879
- Estimated Expense Ratio: 0.038% 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 | $119,624 | $50,000 | $48,239 | — | — |
| 2023 | $116,921 | $50,000 | $56,856 | — | — |
| 2022 | $119,926 | $25,000 | $94,926 | — | — |