Plan Snapshot
- Plan Sponsor: Pressley Ridge
- Sponsor EIN: 250965460
- Sponsor Address: 5500 CORPORATE DRIVE, PITTSBURGH, PA, 152375848
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 1,106
- Total Assets: $83.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,106 | $83.3M | $2.5M | $2.7M |
| 2023 | 72 | $2.6M | $45,672 | $137,731 |
| 2022 | 68 | $2.4M | $49,780 | $126,842 |
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 |
|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | Other Service Provider | $106,218 | — | $106,218 |
| VARIABLE ANNUITY LIFE INSURANCE CO | Recordkeeper | $6,893 | — | $6,893 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VARIABLE ANNUITY LIFE INSURANCE CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,111
- Estimated Expense Ratio: 0.136% 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 | $113,142 | — | — | — | — |
| 2023 | $4,538 | — | — | — | — |
| 2022 | $553 | — | — | — | — |