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Original filing (PDF)20240415112514NAL0001787889001
PRICEWATERHOUSECOOPERS LLP
Form 5500
FILING_RECEIVED
RETIREMENT BENEFIT ACCUMULATION PLAN FOR EMPLOYEES OF PWC LLP
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
5,514
Accounts w/ balance
—
Plan assets (EOY)
$1.9B
Net assets (EOY)
$1.9B
How this plan invests
This plan
32 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
91
/ 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
100
Vendor stack
55
Participation health
100
Knocking points off
- 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.
- Below-peer total fees (3 bps vs 5 bps peer median).
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
002
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2024-04-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
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)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONDUENT HR SOLUTIONS, LLC | — | FLORHAM PARK, NJ | NONE | $123K | — |
| SEI INVESTMENTS | 23-1707341 | — | NONE | $110K | — |
| THE BANK OF NEW YORK MELLON CORP | 13-5160382 | — | NONE | $80K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $71K | — |
| DG3 NORTH AMERICA, INC. | — | JERSEY CITY, NJ | NONE | $36K | — |
| NORTHERN TRUST INVESTMENTS | 36-1561860 | — | NONE | $27K | — |
| AON INVESTMENTS USA INC | — | NEW YORK, NY | NONE | $21K | — |
| MORNINGSTAR, INC | — | CHICAGO, IL | NONE | $19K | — |
| WEST PUBLISHING CORP | — | EAGAN, MN | NONE | $10K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $9K | — |
| USI CONSULTING GROUP | — | GLASTONBURY, CT | NONE | $8K | — |
Investments
32 pooled funds· $1.4B(73% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NORTHERN TRUST S&P 500 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | $647.8M | 35.0% |
| NORTHERN TRUST SHORT TERM INV FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | $203.5M | 11.0% |
| NORTHERN TRUST RUSSELL 2000 INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 107 | Common Collective Trust | $112.9M | 6.1% |
| NORTHERN TRUST EAFE INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 111 | Common Collective Trust | $102.4M | 5.5% |
| STATE STREET TARGET RETIREMENT 2030 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 023 | Common Collective Trust | $95.8M | 5.2% |
| STATE STREET TARGET RETIREMENT 2040 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 025 | Common Collective Trust | $54.3M | 2.9% |
| STATE STREET TARGET RETIREMENT 2035 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 024 | Common Collective Trust | $28.4M | 1.5% |
| STATE STREET TARGET RETIREMENT 2020 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 021 | Common Collective Trust | $24.3M | 1.3% |
| STATE STREET TARGET RETIREMENT 2025 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 022 | Common Collective Trust | $19.5M | 1.1% |
| NORTHERN TRUST LONG TERM GOVT BOND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 060 | Common Collective Trust | $17.8M | 1.0% |
| STATE STREET TARGET RETIREMENT INCO STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 030 | Common Collective Trust | $13.1M | 0.7% |
| STATE STREET REAL ASSET NON-LENDING STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 059 | Common Collective Trust | $10.4M | 0.6% |
| STATE STREET TARGET RETIREMENT 2045 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 026 | Common Collective Trust | $9.8M | 0.5% |
| STATE STREET TARGET RETIREMENT 2050 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 027 | Common Collective Trust | $9.1M | 0.5% |
| NORTHERN TRUST EMERGING MARKETS NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 230 | Common Collective Trust | $4.4M | 0.2% |
| STATE STREET TARGET RETIREMENT 2060 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 029 | Common Collective Trust | $4.4M | 0.2% |
| UBS TRUMBULL DIV PROP FD UBS (US) GROUP TRUST · EIN 36-3762086 / PN 091 | Common Collective Trust | $1.2M | <0.1% |
| STATE STREET TARGET RETIREMENT 2055 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 028 | Common Collective Trust | $687K | <0.1% |
| NORTHERN TRUST AGGREGATE BOND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | $17K | <0.1% |
| STATE STREET TARGET RETIREMENT 2065 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 045 | Common Collective Trust | $17K | <0.1% |
| NORTHERN TRUST TIPS NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 091 | Common Collective Trust | $0 | <0.1% |
| VOYA CORE PLUS UNITS 1&2 VOYA INVESTMENT TRUST CO · EIN 02-0488491 / PN 001 | Common Collective Trust | $0 | <0.1% |
| MORNINGSTAR LIFETIME MOD 2025 UBS ASSET MANAGEMENT · EIN 36-2762086 / PN 100 | Common Collective Trust | $0 | <0.1% |
| MORNINGSTAR LIFETIME MOD 2015 UBS ASSET MANAGEMENT · EIN 36-3762086 / PN 120 | Common Collective Trust | $0 | <0.1% |
| MORNINGSTAR LIFETIME MOD 2035 UBS ASSET MANAGEMENT · EIN 36-2762086 / PN 102 | Common Collective Trust | $0 | <0.1% |
| MORNINGSTAR LIFETIME MODERATE 2045 UBS ASSET MANAGEMENT · EIN 36-2762086 / PN 104 | Common Collective Trust | $0 | <0.1% |
| MORNINGSTAR LIFETIME MOD 2020 UBS ASSET MANAGEMENT · EIN 36-3762086 / PN 121 | Common Collective Trust | $0 | <0.1% |
| MORNINGSTAR LIFETIME MOD 2030 UBS ASSET MANAGEMENT · EIN 36-3762086 / PN 123 | Common Collective Trust | $0 | <0.1% |
| MORNINGSTAR LIFETIME MOD 2040 UBS ASSET MANAGEMENT · EIN 36-3762086 / PN 125 | Common Collective Trust | $0 | <0.1% |
| MORNINGSTAR LIFETIME MOD 2050 UBS ASSET MANAGEMENT · EIN 36-3762086 / PN 127 | Common Collective Trust | $0 | <0.1% |
| MORNINGSTAR LIFETIME MOD 2060 UBS ASSET MANAGEMENT · EIN 36-3762086 / PN 129 | Common Collective Trust | $0 | <0.1% |
| MORNINGSTAR LIFETIME MOD 2055 UBS ASSET MANAGEMENT · EIN 36-2762086 / PN 128 | Common Collective Trust | $0 | <0.1% |