Pinebridge Investments Holdings US 401(k) match, vesting and fees
What Pinebridge Investments Holdings US' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Eisneramper LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Pinebridge Investments Holdings US: employer contribution per participant | $7,467 | |
| Peer median | $2,868 |
| Pinebridge Investments Holdings US: average balance | $353,033 | |
| Peer median | $95,281 |
| Pinebridge Investments Holdings US: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $117M at the end of plan year 2021 to $145M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 412 | $145M | $3.1M | $7,467 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 455 | $121M | $3M | $6,695 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 470 | $99.4M | $3M | $6,443 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 443 | $117M | $2.8M | $6,248 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does Pinebridge Investments Holdings US match 401(k) contributions?
The match terms for the Pinebridge 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $3.1M in employer contributions, about $7,467 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pinebridge Investments Holdings US 401(k) match vested?
The vesting schedule for the Pinebridge 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pinebridge Investments Holdings US 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Pinebridge Investments Holdings US LLC.
I left Pinebridge Investments Holdings US. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pinebridge Investments Holdings US LLC, (646) 857-8000) or the recordkeeper, Transamerica Retirement Solutions. The Pinebridge Investments Holdings US old 401(k) page lists the contacts from every plan filing. Find an old Pinebridge Investments Holdings US 401(k)
Data from the public Form 5500 annual reports Pinebridge Investments Holdings US filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pinebridge Investments Holdings US. Not financial advice. Report a correction · Methodology