Original filing (PDF)20250604143118NAL0031518770001

PROVIDENT TRUST COMPANY

Name: PROVIDENT TRUST COMPANY — PROVIDENT TRUST COMPANY RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: PROVIDENT TRUST COMPANY

Form 5500-SF

FILING_RECEIVED

PROVIDENT TRUST COMPANY RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$45.8M

Net assets (EOY)

$45.8M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROVIDENT TRUST COMPANY.

Plan sponsor

Name

PROVIDENT TRUST COMPANY

EIN

39-2002404

Address

N16 W23217 STONE RIDGE DR. · SUITE 310 · WAUKESHA, WI · 53188

Phone

(262) 521-2300

Industry

Finance & Insurancesee all

Plan administrator

Name

PROVIDENT TRUST COMPANY

EIN

39-2002404

City

WAUKESHA, WI

Phone

(262) 521-2300

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-04

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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