Original filing (PDF)20241014160720NAL0013595779001

PJT, INC.

Name: PJT, INC. — RIVER STREET SWEETS 401K PLAN, Form 5500 (2023)
Creator: PJT, INC.

Form 5500

FILING_RECEIVED

RIVER STREET SWEETS 401K PLAN

401(k) retirement plan

Signals · 2

~76 bps in Sched C feesNo recordkeeper disclosed

Active participants

186

Accounts w/ balance

227

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

How this plan invests

This plan

4 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)

/ 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

Participation health

100

Knocking points off

76 bps in Schedule C fees — modestly above peer band of 52 bps.
No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PJT, INC..

Plan sponsor

Name

PJT, INC.

EIN

58-2162347

Address

13 EAST RIVER STREET · SAVANNAH, GA · 31401

Phone

(912) 233-1588

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

HANCOCK ASKEW & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$13K	—

Investments

4 pooled funds· $1.0M(59% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381	Common Collective Trust	$392K	22.2%
T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381	Common Collective Trust	$354K	20.1%
T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393	Common Collective Trust	$239K	13.5%
T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 375	Common Collective Trust	$62K	3.5%