# Precision Castparts Corp. 401(k) Plan
Source: https://planprovider.pro/companies/precision-castparts-corp-401k-plan

> Precision Castparts Corp.'s 401(k) plan: 17,695 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Precision Castparts Corp.

- **Sponsor EIN:** 930460598

- **Sponsor Address:** 5885 MEADOWS ROAD, LAKE OSWEGO, OR, 97035

- **Plan Type:** 401(k)

- **Total Participants:** 17,695

- **Total Assets:** $2.5B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|17,695|$2.5B|$60.1M|$103.8M|

| 2023|17,047|$2.2B|$52.6M|$93.8M|

| 2022|16,687|$1.9B|$44.2M|$82.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$873,953|—|$873,953|

| MULTNOMAH GROUP|INVESTMENT ADVISOR|$105,000|—|$105,000|

| BAKER TILLY US, LLP|ACCOUNTANT/AUDITOR|$55,125|—|$55,125|

| STOEL RIVES|ATTORNEY/LEGAL|$44,850|—|$44,850|

| GRAPHIC INFORMATION SYSTEMS, INC.|OTHER SERVICES|$18,623|—|$18,623|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MULTNOMAH GROUP](https://planprovider.pro/provider/multnomah-group) — INVESTMENT ADVISOR

- [STOEL RIVES](https://planprovider.pro/provider/stoel-rives-llp) — ATTORNEY/LEGAL

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,097,551

- **Estimated Expense Ratio:** 0.044% 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|$1,150,312|—|$10,200|$55,125|—|

| 2023|$1,199,231|—|$9,000|$52,000|—|

| 2022|$1,264,655|—|—|—|—|

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