Plan Snapshot
- Plan Sponsor: The Pew Charitable Trusts
- Sponsor EIN: 231512117
- Sponsor Address: 1 COMMERCE SQ., PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 1,018
- Total Assets: $428.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,018 | $428.2M | $15.3M | $12.0M |
| 2023 | 989 | $371.7M | $14.4M | $11.4M |
| 2022 | 995 | $315.6M | $13.8M | $11.0M |
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 |
|---|---|---|---|---|
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $134,985 | — | — | — | — |
| 2023 | $145,407 | — | — | — | — |
| 2022 | $146,533 | — | — | — | — |