Employers › Precision Castparts
Recordkeeping fees per participant · Precision Castparts Corp. 401(k) Retirement Savings Plan · plan year 2024
$39.26
Higher than 63% of the 790 plans over $1B that report it.
= $863,753 / 22,000
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014181836NAL0003550881001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014181836NAL0003550881001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans over $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 2025-10-14.
Administrative expenses excluding investment management, per participant
$52.29
Higher than 62% of the 1,045 plans over $1B that report it.
= $1,150,312 / 22,000
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014181836NAL0003550881001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014181836NAL0003550881001, received 2025-10-14
Administrative expenses per participant
$52.29
Higher than 33% of the 1,076 plans over $1B that report it.
= $1,150,312 / 22,000
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014181836NAL0003550881001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014181836NAL0003550881001, received 2025-10-14
Administrative expenses as a share of assets
0.046%
Higher than 50% of the 1,076 plans over $1B that report it.
= $1,150,312 / $2,483,708,639
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014181836NAL0003550881001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014181836NAL0003550881001, received 2025-10-14
Employer contributions per participant
$2,734
Higher than 32% of the 1,135 plans over $1B that report it.
= $60,138,244 / 22,000
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014181836NAL0003550881001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014181836NAL0003550881001, received 2025-10-14
Employer share of total contributions
34.3%
Higher than 54% of the 1,135 plans over $1B that report it.
= $60,138,244 / $175,250,690
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014181836NAL0003550881001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014181836NAL0003550881001, received 2025-10-14
Plan terms are described in Precision Castparts Corp.'s SEC filings: Form 10-K filed 2015-05-28. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · 2E profit-sharing · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014181836NAL0003550881001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PRECISION CASTPARTS CORP. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Plan name | PRECISION CASTPARTS CORP. 401(K) RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Sponsor EIN / plan number | 93-0460598 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Sponsor location | LAKE OSWEGO, OR | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Industry (business code) | 333900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Participants, beginning of year | 22,953 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Active participants | 17,695 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Participants, end of year | 23,698 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Participants with an account balance | 22,000 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Total assets, beginning of year | $2,192,492,885 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Total assets, end of year | $2,483,708,639 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Net assets, end of year | $2,483,464,472 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Total income | $560,622,530 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Net income | $296,874,341 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Employer contributions | $60,138,244 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Participant contributions | $103,837,118 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $11,275,328 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Total contributions | $175,250,690 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Benefit payments | $262,356,037 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $263,748,189 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Total administrative expenses | $1,150,312 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Contract administrator fees | $10,200 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Recordkeeping fees | $863,753 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| IQPA audit fees | $55,125 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Administrative expenses excluding investment management | $1,150,312 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Held in common/collective trusts | $1,916,884,188 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Held in mutual funds | $520,815,955 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014181836NAL0003550881001, received 2025-10-14 |
| Independent auditor | BAKER TILLY US, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014181836NAL0003550881001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014181836NAL0003550881001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $873,953 | no |
| MULTNOMAH GROUP | INVESTMENT ADVISOR | 16 Consulting (general); 27 Investment advisory (plan) | $105,000 | no |
| BAKER TILLY US, LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $55,125 | no |
| STOEL RIVES | ATTORNEY/LEGAL | 29 Legal | $44,850 | no |
| GRAPHIC INFORMATION SYSTEMS, INC. | OTHER SERVICES | 49 Other services | $18,623 | no |
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 20251014181836NAL0003550881001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $2,192,492,885 | $2,483,708,639 | 13.3% |
| Participants with a balance | 21,298 | 22,000 | 3.3% |
| Administrative expenses | $1,199,231 | $1,150,312 | -4.1% |
| Recordkeeping fees per participant | $46.27 | $39.26 | -15.2% |
| Employer contributions | $52,625,786 | $60,138,244 | 14.3% |
Prior filing 20241014154239NAL0026608529001, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: PRECISION CASTPARTS CORP.; SEC registrant: PRECISION CASTPARTS CORP (CIK 79958, matched by EIN).