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Original filing (PDF)20251015095619NAL0002109555001
PITCAIRN COMPANY
Form 5500
FILING_RECEIVED
PITCAIRN RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
17 service providers
Active participants
14
Accounts w/ balance
—
Plan assets (EOY)
$37.4M
Net assets (EOY)
$37.4M
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
75
Participation health
100
Knocking points off
- 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 (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PITCAIRN COMPANY.
Plan sponsor
Name
PITCAIRN COMPANY
EIN
23-1209830
Address
161 WASHINGTON STREET · SUITE 801 · CONSHOHOCKEN, PA · 19428
Phone
(215) 881-6007
Industry
Finance & Insurancesee all
Plan administrator
Name
THE COMMITTEE
EIN
51-0197109
City
CONSHOHOCKEN, PA
Phone
(215) 881-6007
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsOther
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $44K | — |
| KREISCHER MILLER | 23-1980475 | — | NONE | $22K | — |
| APEX GROUP LTD | — | — | NONE | $0 | — |
| TVV CAPITAL | — | NASHVILLE, TN | NONE | $0 | — |
| PARTNERS GROUP PRIVATE EQUITY LLC | — | NEW YORK, NY | NONE | $0 | — |
| MCNALLY CAPITAL | — | CHICAGO, IL | NONE | $0 | — |
| BEN FRANKLIN TECHNOLOGY PARTNERS | — | PHILADELPHIA, PA | NONE | $0 | — |
| ALPINE ASSOCIATES MANAGEMENT INC. | — | ENGLEWOOD CLIFFS, NJ | NONE | $0 | — |
| INCOME RESEARCH & MANAGEMENT | — | BOSTON, MA | NONE | $0 | — |
| BROWN ADVISORY | — | BALTIMORE, MD | NONE | $0 | — |
| COHO PARTNERS, LTD. | — | BERWYN, PA | NONE | $0 | — |
| O'SHAUGHNESSY ASSET MANAGEMENT | — | STAMFORD, CT | NONE | $0 | — |
| PARAMETRIC PORTFOLIO ASSOCIATES | — | SEATTLE, WA | NONE | $0 | — |
| THOMPSON, SIEGEL, & WALMSLEY (TSW) | — | RICHMOND, VA | NONE | $0 | — |
| LAZARD ASSET MANAGEMENT, LLC | — | NEW YORK, NY | NONE | $0 | — |
| COMMONGOOD CAPITAL, LLC | — | WINTER PARK, FL | NONE | $0 | — |
| JO HAMBRO CAPITAL MANAGEMENT | — | — | NONE | $0 | — |
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.