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Original filing (PDF)20250808102251NAL0004307041002
WESTERN PENNSYLVANIA CONSERVANCY MATCHING DEFINED CONTRIBUTION PLAN
Form 5500
FILING_RECEIVED
WESTERN PENNSYLVANIA CONSERVANCY MATCHING DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
181
Accounts w/ balance
293
Plan assets (EOY)
$25.5M
Net assets (EOY)
$25.5M
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)
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
- Top holding "[DFE: TIAA REAL ESTATE ACCOUNT (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERN PENNSYLVANIA CONSERVANCY MATCHING DEFINED CONTRIBUTION PLAN.
Plan sponsor
Name
WESTERN PENNSYLVANIA CONSERVANCY MATCHING DEFINED CONTRIBUTION PLAN
EIN
25-1053485
Address
800 WATERFRONT DRIVE · PITTSBURGH, PA · 152224793
Phone
(412) 288-2777
Industry
Other Services (ex. Public Admin)see 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
2025-08-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MAHER DUESSEL, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEACHERS INS. AND ANNUITY ASSOC. | 13-1624203 | NEW YORK, NY | TPA | $39K | — |
Investments
1 pooled fund· $1.1M(4% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.1M | 4.3% |