Plan Snapshot
- Plan Sponsor: Pwp Employer LP
- Sponsor EIN: 813881290
- Sponsor Address: 767 FIFTH AVENUE, NEW YORK, NY, 10153
- Plan Type: 401(k)
- Total Participants: 494
- Total Assets: $171.8M
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 | 494 | $171.8M | $3.1M | $9.6M |
| 2023 | 542 | $151.0M | $4.1M | $9.1M |
| 2022 | 518 | $121.6M | $3.6M | $8.2M |
| 2021 | 957 | $147.0M | $0 | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $51,247 | — | $51,247 |
| SEQUOIA FINANCIAL ADVISORS LLC | INVESTMENT ADVISOR | $24,000 | — | $24,000 |
| WEAVER & TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WEAVER & TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,247
- 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 | $115,695 | $64,448 | — | — | — |
| 2023 | $234,777 | $151,343 | — | — | — |
| 2022 | $247,598 | — | — | — | — |
| 2021 | $256,987 | — | — | — | — |