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Original filing (PDF)20250414201901NAL0001024531001
PWC US GROUP LLP
Form 5500
FILING_RECEIVED
RETIREMENT WEALTH BUILDER PLAN FOR BUSINESS SERVICES STAFF OF PWC
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,360
Accounts w/ balance
4,977
Plan assets (EOY)
$231.0M
Net assets (EOY)
$231.0M
How this plan invests
This plan
2 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)
87
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
003
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 pooled funds· $231.0M(100% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GROUP TRUST FOR WEALTH BUILDER PLAN PWC US GROUP LLP · EIN 92-0400838 / PN 006 | Master Trust | $225.5M | 97.6% |
| PWC DEFINED CONTRIBUTION INVEST TR PWC US GROUP LLP · EIN 92-0400838 / PN 007 | Master Trust | $5.5M | 2.4% |
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