Plan Snapshot
- Plan Sponsor: The Procter And Gamble Company
- Sponsor EIN: 310411980
- Sponsor Address: PG TAX DIVISION, P.O. BOX 599, CINCINNATI, OH, 45201
- Plan Type: DB
- Plan Number: 012
- Total Participants: 665
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 665 | $1.1B | $0 | $0 |
| 2023 | 728 | $1.2B | $0 | $0 |
| 2022 | 805 | $1.3B | $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 |
|---|---|---|---|---|
| TOWER WATSON DELAWARE INC. | Recordkeeper | $1,336,353 | — | $1,336,353 |
| BLACKROCK | Other Service Provider | $668,930 | — | $668,930 |
| NORTHERN TRUST | Other Service Provider | $307,280 | — | $307,280 |
| EVERSHEDS SUTHERLAND LLP | ERISA Attorney | $68,644 | — | $68,644 |
| IRON MOUNTAIN | Other Service Provider | $35,568 | — | $35,568 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TOWER WATSON DELAWARE INC. — Recordkeeper
- EVERSHEDS SUTHERLAND LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,416,775
- Estimated Expense Ratio: 0.213% 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 | $3,931,495 | $704,498 | — | — | — |
| 2023 | $4,492,500 | $968,769 | — | — | — |
| 2022 | $4,065,245 | $1,058,046 | — | — | $1,783,084 |