Plan Ledger DOL Form 5500 · updated monthly

Pinebridge Investments Holdings US LLC401(k)

PINEBRIDGE 401(K) RETIREMENT SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Pinebridge Investments Holdings US LLC reported $138,855 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $12,305 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 0.13% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 600th-largest of 5,648 plans among New York employers on file, and the 748th of 4,798 in finance & insurance. In 2024, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$145,449,757
Participants with balances412
Active participants250
Employer contributions$3,076,315
Employee contributions$6,205,004
Employer contribution per active participant$12,305
Average account balance$353,033
Benefits paid to participants$4,894,617
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$145.4M · 412 accts · $3.1M emplr
2023$121.0M · 454 accts · $3.0M emplr
2022$99.4M · 465 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,576
Investment management$133,279
Total administrative$138,855
The Pinebridge Investments Holdings US LLC 401(k) match · 2024
Employer contribution per active participant$12,305
Median for plans this size$3,635
2024$12,305 per active participant
2023$11,920 per active participant
2022$11,612 per active participant

Pinebridge Investments Holdings US LLC's 2024 employer contribution ran above the $3,635 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$5,576
MORGAN STANLEY GLOBAL BANKING · Investment advisory (plan)$133,279
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$138,855 · 0.10%
2023$111,465 · 0.10%
2022$146,266 · 0.13%
Same employer
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Marketaxess Corporation NY$149.3M · 0.00%
Oscar Management Corporation NY$145.2M · 0.14%
Allen Operations LLC NY$136.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264672666 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.