Original filing (PDF)20250414203545NAL0004627394001

PWC US GROUP LLP

Name: PWC US GROUP LLP — RETIREMENT PLAN FOR EMPLOYEES OF PWC, Form 5500 (2023)
Creator: PWC US GROUP LLP

Form 5500

FILING_RECEIVED

RETIREMENT PLAN FOR EMPLOYEES OF PWC

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

221

Accounts w/ balance

—

Plan assets (EOY)

$86.2M

Net assets (EOY)

$86.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PWC US GROUP LLP.

Plan sponsor

Name

PWC US GROUP LLP

EIN

92-0400838

Address

4040 W. BOY SCOUT BLVD · TAMPA, FL · 33607

Phone

(813) 348-7000

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF NEW YORK MELLON	13-5160382	—	CUSTODIAN	$14K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEI INVESTMENTS	23-1707341	—	NONE	$225K	—
GRANT THORNTON LLP	36-6055558	—	NONE	$115K	—
USI CONSULTING GROUP	—	GLASTONBURY, CT	NONE

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.