PWC US Group LLP 401(k): best low-cost funds
Savings Plan For Employees And Partners Of PWC · Plan #004 · Tampa, FL
Suggested simple Boglehead mix
- US stocks (~60%): Northern Trust S&P 500 Index
- International stocks (~20-30%): Northern Trust Eafe Index
- Bonds (~10-20%): Ssga US Bond Index
Example built from fund names in the filing. Confirm these are on your current menu and check their expense ratios. Adjust the bond share for your age and risk tolerance.
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Pooled funds named in the filing (Schedule D)
These are collective trusts and similar pooled funds the plan reported holding. Names that look like index funds are tagged index by keyword, so check them yourself. Mutual funds are not listed by name in the free data.
| Fund | Manager | Type | Plan's holding |
|---|---|---|---|
| Northern Trust S&P 500 Index index | Northern Trust Investments, INC | Common/collective trust | $4.8B |
| PWC Defined Contribution Investment | Pricewaterhousecooopers LLP | Master trust | $1.8B |
| Target Retirement 2050 SL SF Class | State Street Global Advisors Trust Company | Common/collective trust | $1.1B |
| Target Retirement 2040 SL SF Class | State Street Global Advisors Trust Company | Common/collective trust | $1.1B |
| Target Retirement 2030 SL SF Class | State Street Global Advisors Trust Company | Common/collective trust | $793.8M |
| NT Collective Extended EQ MKT IDX F | Northern Trust Investments, Inc. | Common/collective trust | $636.2M |
| Northern Trust Eafe Index index | Northern Trust Investments, INC | Common/collective trust | $448.3M |
| Target Retirement 2060 SL SF Class | State Street Global Advisors Trust Company | Common/collective trust | $391.8M |
| Target Retirement 2035 SL SF Class | State Street Global Advisors Trust Company | Common/collective trust | $232.2M |
| Target Retirement 2045 SL SF Class | State Street Global Advisors Trust Company | Common/collective trust | $205.6M |
| Target Retirement 2020 SL SF Class | State Street Global Advisors Trust Company | Common/collective trust | $150.2M |
| Target Retirement 2055 SL SF Class | State Street Global Advisors Trust Company | Common/collective trust | $140.0M |
| Target Retirement Income SL SF Clas | State Street Global Advisors Trust Company | Common/collective trust | $101.2M |
| Target Retirement 2025 SL SF Class | State Street Global Advisors Trust Company | Common/collective trust | $91.0M |
| Target Retirement 2065 SL SF Class | State Street Global Advisors Trust Company | Common/collective trust | $52.8M |
| Ssga US Bond Index index | State Street Global Advisors Trust Company | Common/collective trust | $27.1M |
| Northern Trust Small CAP Index index | Northern Trust Investments, INC | Common/collective trust | $0 |
| Northern Trust L-T Govt Bond Index index | Northern Trust Investments, INC | Common/collective trust | $0 |
| Northern Trust Emerging Markets | Northern Trust Investments, INC | Common/collective trust | $0 |
| UBS Trumbull DIV Property Fund | UBS (us) Group Trust | Common/collective trust | $0 |
| State Street Real Asset | State Street Global Advisors Trust Company | Common/collective trust | $0 |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $953.7M | 7.2% |
| Common/collective trusts | $10.3B | 78.5% |
| Master trusts | $1.8B | 13.7% |
| Participant loans | $69.5M | 0.5% |
Fees paid from plan assets
| Other administrative fees | $795,491 |
| Total administrative expenses | $795,491 |
Reported administrative expenses were about 0.007% of average plan assets, or about $10 per participant with a balance. This usually excludes fund expense ratios netted inside mutual funds and trusts.
Source: DOL EFAST2 Form 5500 & Schedules H/D, filing ID 20250930174339NAL0015228896001. EIN 920400838.