# Pwp Employer LP 401(k) Plan
Source: https://planprovider.pro/companies/pwp-employer-lp-401k-plan

> Pwp Employer LP's 401(k) plan: 494 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WEAVER & TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pwp-employer-lp-401k-plan)

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