Original filing (PDF)20251010142516NAL0004328163001

PENNSYLVANIA COMPENSATION RATING BUREAU

Name: PENNSYLVANIA COMPENSATION RATING BUREAU — BUREAU EMPLOYEES SYSTEM FOR THRIFT (BEST) PLAN, Form 5500 (2024)
Creator: PENNSYLVANIA COMPENSATION RATING BUREAU

Form 5500

FILING_RECEIVED

BUREAU EMPLOYEES SYSTEM FOR THRIFT (BEST) PLAN

401(k) retirement plan

Signals · 2

1 failed disclosure100% in single holding

Active participants

112

Accounts w/ balance

131

Plan assets (EOY)

$26.0M

Net assets (EOY)

$26.0M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Top holding "[DFE: MIP CL 1 (no filing on disk)]" is 100% of plan.

Helping the score

Below-peer total fees (0 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENNSYLVANIA COMPENSATION RATING BUREAU.

Plan sponsor

Name

PENNSYLVANIA COMPENSATION RATING BUREAU

EIN

23-0958260

Address

JOHN ZIMITSKI/DUANE MORRIS PLAZA · 30 S 17TH STREET, SUITE 1500 · PHILADELPHIA, PA · 191034007

Phone

(215) 568-2371

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PKF O'CONNOR DAVIES, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$781	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

1 pooled fund· $2.6M(10% 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.