Plan Ledger DOL Form 5500 · updated monthly

Phipps Conservatory and Botanical Gardens, Inc.401(k)

PHIPPS CONSERVATORY AND BOTANICAL GARDENS INC RETIREMENT PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Phipps Conservatory and Botanical Gardens, Inc. reported $50,944 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. Employer contributions averaged $3,832 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Pennsylvania (2,615th of 3,651), and 803rd of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$7,257,908
Participants with balances126
Active participants100
Employer contributions$383,153
Employee contributions$378,318
Employer contribution per active participant$3,832
Average account balance$57,602
Benefits paid to participants$180,330
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,533
Investment management$46,411
Total administrative$50,944
The Phipps Conservatory and Botanical Gardens, Inc. 401(k) match · 2024
Employer contribution per active participant$3,832
Median for plans this size$1,313

Phipps Conservatory and Botanical Gardens, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20243
WELLINGTON RETIREMENT SOLUTIONS INC · Recordkeeping$4,533
WELLINGTON CONSULTING SERVICES, INC · Investment advisory (participants) · Investment advisory (plan)$46,411
CHARLES SCHWAB AND COMPANY · Securities brokerage$520

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

Administrative cost history1
2024$50,944 · 0.78%
Similar plansArts, Entertainment & Recreation · Pennsylvania
Rolling Rock Club PA$8.1M · 0.48%
Philadelphia Country Club PA$7.9M · 0.51%
Philadelphia Cricket Club PA$7.2M · 0.55%
H.H. Knoebel Sons, Inc. PA$7.0M · 0.97%
Oakmont Country Club PA$5.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251492587 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.