Back to filter
Original filing (PDF)20240415112400NAL0001342515001
PRICEWATERHOUSECOOPERS LLP
Form 5500
FILING_RECEIVED
PRICEWATERHOUSECOOPERS LLP RETIREMENT ACCUMULATION PLAN FOR PARTNERS
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
3,715
Accounts w/ balance
—
Plan assets (EOY)
$1.8B
Net assets (EOY)
$1.8B
How this plan invests
This plan
8 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)
93
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (0 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
005
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
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)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARAMETRIC PORTFOLIO ASSOC. | — | MINNEAPOLIS, MN | NONE | $28K | — |
Investments
8 pooled funds· $624.2M(35% 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 003 | Common Collective Trust | $263.0M | 14.7% |
| NORTHERN TRUST EAFE INDEX NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 024 | Common Collective Trust | $217.4M | 12.1% |
| NORTHERN TRUST RUSSELL 2000 NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 096 | Common Collective Trust | $56.7M | 3.2% |
| NORTHERN TRUST EMERGING MARKETS NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 101 | Common Collective Trust | $41.1M | 2.3% |
| U.S. REIT CIT FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 82-2725212 / PN 001 | Common Collective Trust | $37.9M | 2.1% |
| UBS TRUMBULL DIV PROPERTY UBS (US) GROUP TRUST · EIN 36-3762086 / PN 091 | Common Collective Trust | $8.0M | 0.4% |
| NORTHERN TRUST AGGREGATE BOND NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 088 | Common Collective Trust | $0 | <0.1% |
| VOYA CORE PLUS BOND VOYA INVESTMENT MANAGEMENT · EIN 02-0488491 / PN 091 | Common Collective Trust | $0 | <0.1% |