Plan Snapshot
- Plan Sponsor: Advent International L.P.
- Sponsor EIN: 042840139
- Sponsor Address: 800 BOYLSTON STREET, BOSTON, MA, 021998069
- Plan Type: 401(k)
- Total Participants: 299
- Total Assets: $117.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 299 | $117.9M | $2.5M | $4.8M |
| 2023 | 285 | $102.5M | $2.4M | $4.6M |
| 2022 | 266 | $84.3M | $2.0M | $4.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $51,351 | $24,750 | $1,500 | — | — |
| 2023 | $36,403 | $24,696 | — | — | — |
| 2022 | $48,038 | — | — | — | — |