Plan Ledger DOL Form 5500 · updated monthly

Buchanan Ingersoll & Rooney PC401(k)

BUCHANAN INGERSOLL & ROONEY PC RETIREMENT SAVINGS PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Buchanan Ingersoll & Rooney PC reported $220,527 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $13,715 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.11% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 158th-largest of 3,651 plans among Pennsylvania employers on file, and the 360th of 11,654 in professional & technical services. In 2024, the employer put in $1.15 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$484,141,032
Participants with balances1,301
Active participants793
Employer contributions$10,875,725
Employee contributions$9,463,654
Employer contribution per active participant$13,715
Average account balance$372,130
Benefits paid to participants$37,763,095
Plan auditUnmodified (clean) audit opinion
AuditorCATANESE GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$484.1M · 1,301 accts · $10.9M emplr
2023$424.1M · 1,258 accts · $9.8M emplr
2022$386.9M · 1,301 accts · $9.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,830
Investment management$116,697
Audit (IQPA)$16,000
Total administrative$220,527
The Buchanan Ingersoll & Rooney PC 401(k) match · 2024
Employer contribution per active participant$13,715
Median for plans this size$4,294
2024$13,715 per active participant
2023$12,437 per active participant
2022$12,358 per active participant

Buchanan Ingersoll & Rooney PC's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20248
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$87,384
GUYASUTA INVESTMENT ADVISROS I · Investment advisory (participants)$34,196
GLOBAL RETIREMENT PARTNERS LLC · Investment management$33,750
ALLIANCEBERNSTEIN LP · Investment management$28,228
CATANESE GROUP A PROFESSIONAL · Accounting / audit$20,000
CAMBRIDGE INVESTMENT RESEARCH · Investment advisory (participants)$9,333
RKL WEALTH MANAGEMENT LLC · Investment advisory (participants)$7,562
CHARLES SCHWAB & CO., INC. · Securities brokerage$1,337

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$220,527 · 0.05%
2023$182,346 · 0.04%
2022$247,734 · 0.11%
All plans at this employer3
BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN401(k)
BUCHANAN INGERSOLL & ROONEY PC PENSION PLANMoney purchase plan
BUCHANAN INGERSOLL & ROONEY PC RETIREMENT SAVINGS PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Wes Holdings, Inc. PA$546.0M · 0.00%
Blank Rome LLP PA$540.5M · 0.01%
Saul Ewing LLP PA$489.3M · 0.09%
Day & Zimmermann Group, Inc. PA$487.3M · 0.11%
Epam Systems, Inc PA$453.5M · 0.07%
Dechert LLP PA$442.2M · 0.03%
Erm NA Holdings Corp PA$441.0M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 251381032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.