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Original filing (PDF)20240415112615NAL0003329874001
PRICEWATERHOUSECOOPERS LLP
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR EMPLOYEES OF PRICEWATERHOUSECOOPERS LLP
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
312
Accounts w/ balance
—
Plan assets (EOY)
$91.4M
Net assets (EOY)
$91.4M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
55
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRICEWATERHOUSECOOPERS LLP.
Plan sponsor
Name
PRICEWATERHOUSECOOPERS LLP
EIN
13-4008324
Address
4040 W. BOY SCOUT BLVD · TAMPA, FL · 33607
Phone
(813) 348-7000
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2024-04-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS, LLC | 82-1061233 | — | NONE | $71K | — |
| SEI INVESTMENTS | 23-1707341 | — | NONE | $59K | — |
| WINKLEVOSS TECHNOLOGIES, LLC | — | GREENWICH, CT | NONE | $33K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $8K | — |
| BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.