Retirement Plan For Employees Of Pwc
Sponsored by Pwc Us Group Llp · EIN 920400838 · Plan #001
- Total assets
- $85.3M
- Net assets
- $84.8M
- Active participants
- 193
- With balances
- 0
Plan year beginning 07/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions | Recordkeeping, Direct payment from the plan, Other fees | $183,891 |
| Sei Investments | Investment management, Investment management fees (direct) | $128,850 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $77,211 |
| Aon Investments Usa Inc | Investment management, Investment management fees (direct) | $30,314 |
| State Street Bank And Trust Company | Custodial (securities), Trustee (institutional), Investment management | $7,791 |
| Usi Consulting Group | Actuarial, Investment management, Direct payment from the plan | $5,033 |