Plan Snapshot
- Plan Sponsor: Pnc, INC.
- Sponsor EIN: 363142921
- Sponsor Address: 117 EAST MASON STREET, POLO, IL, 61064
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 97 | $9.3M | $43,220 | $231,579 |
| 2023 | 119 | $8.5M | $46,423 | $245,475 |
| 2022 | 123 | $7.3M | $49,145 | $236,892 |
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 |
|---|---|---|---|---|
| AVANTAX RETIREMENT PLAN SERVICES | NA | $42,915 | — | $42,915 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AVANTAX RETIREMENT PLAN SERVICES — NA
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,915
- Estimated Expense Ratio: 0.460% 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 | $44,650 | $16,762 | — | — | — |
| 2023 | $38,427 | $14,328 | — | — | — |
| 2022 | $35,149 | — | — | — | — |