Employers › Buchanan Ingersoll & Rooney
Recordkeeping fees per participant · Buchanan Ingersoll & Rooney PC Retirement Savings Plan · plan year 2024
$64.44
Higher than 71% of the 1,697 plans $250M to 1B that report it.
= $83,830 / 1,301
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013144028NAL0001444737001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013144028NAL0001444737001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Administrative expenses excluding investment management, per participant
$79.81
Higher than 63% of the 2,324 plans $250M to 1B that report it.
= $103,830 / 1,301
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013144028NAL0001444737001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013144028NAL0001444737001, received 2025-10-13
Administrative expenses per participant
$169.51
Higher than 85% of the 2,405 plans $250M to 1B that report it.
= $220,527 / 1,301
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013144028NAL0001444737001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013144028NAL0001444737001, received 2025-10-13
Administrative expenses as a share of assets
0.046%
Higher than 30% of the 2,407 plans $250M to 1B that report it.
= $220,527 / $484,141,032
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013144028NAL0001444737001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013144028NAL0001444737001, received 2025-10-13
Employer contributions per participant
$8,360
Higher than 90% of the 2,457 plans $250M to 1B that report it.
= $10,875,725 / 1,301
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013144028NAL0001444737001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013144028NAL0001444737001, received 2025-10-13
Employer share of total contributions
51.3%
Higher than 92% of the 2,459 plans $250M to 1B that report it.
= $10,875,725 / $21,204,031
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013144028NAL0001444737001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013144028NAL0001444737001, received 2025-10-13
Plan terms are not published in public filings.
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013144028NAL0001444737001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BUCHANAN INGERSOLL & ROONEY PC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Plan name | BUCHANAN INGERSOLL & ROONEY PC RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Sponsor EIN / plan number | 25-1381032 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Sponsor location | PITTSBURGH, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Industry (business code) | 541110, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Participants, beginning of year | 1,290 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Active participants | 793 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Participants, end of year | 1,326 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Participants with an account balance | 1,301 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Total assets, beginning of year | $424,127,067 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Total assets, end of year | $484,141,032 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Net assets, end of year | $484,141,032 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Total income | $81,485,021 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Net income | $43,501,283 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Employer contributions | $10,875,725 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Participant contributions | $9,463,654 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $864,652 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Total contributions | $21,204,031 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Benefit payments | $37,763,095 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $37,983,738 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Total administrative expenses | $220,527 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Contract administrator fees | $4,000 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Recordkeeping fees | $83,830 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| IQPA audit fees | $16,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Investment advisory and management fees | $116,697 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Administrative expenses excluding investment management | $103,830 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Held in common/collective trusts | $78,389,855 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Held in mutual funds | $342,742,907 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013144028NAL0001444737001, received 2025-10-13 |
| Independent auditor | CATANESE GROUP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013144028NAL0001444737001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013144028NAL0001444737001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $87,384 | no |
| GUYASUTA INVESTMENT ADVISROS I | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $34,196 | no |
| GLOBAL RETIREMENT PARTNERS LLC | NONE | 28 Investment management; 50 Direct payment from the plan | $33,750 | no |
| ALLIANCEBERNSTEIN LP | NONE | 28 Investment management; 50 Direct payment from the plan | $28,228 | no |
| CATANESE GROUP A PROFESSIONAL | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $20,000 | no |
| CAMBRIDGE INVESTMENT RESEARCH | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $9,333 | no |
| RKL WEALTH MANAGEMENT LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $7,562 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 62 Float revenue; 71 Securities brokerage commissions and fees; 59 Shareholder servicing fees | $1,337 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013144028NAL0001444737001, received 2025-10-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $424,127,067 | $484,141,032 | 14.1% |
| Participants with a balance | 1,258 | 1,301 | 3.4% |
| Administrative expenses | $182,346 | $220,527 | 20.9% |
| Recordkeeping fees per participant | $23.39 | $64.44 | 175.5% |
| Employer contributions | $9,800,286 | $10,875,725 | 11.0% |
Prior filing 20241015121551NAL0057516514001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: BUCHANAN INGERSOLL & ROONEY PC; SEC registrant: Buchanan Ingersoll & Rooney PC (CIK 1551177, matched by EIN).