# All Weather@12%, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/all-weather-12-ltd-980630292-001

> All Weather@12%, Ltd.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** All Weather@12%, Ltd.

- **Sponsor EIN:** 980630292

- **Sponsor Address:** ONE NYALA FARMS ROAD, WESTPORT, CT, 06880

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $581.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$581.7M|$0|$0|

| 2022|0|$1.2B|$0|$0|

## 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|

| BRIDGEWATER ASSOCIATES, LP|Other Service Provider|$4,136,433|—|$4,136,433|

| KPMG LLP|Auditor|$33,758|—|$33,758|

| PRICEWATERHOUSE COOPERS LLP|Other Service Provider|$13,902|—|$13,902|

| MAPLES CORPORATE SERVICES LIMITED|Other Service Provider|$13,292|—|$13,292|

| FLEMING FINANCIAL SERVICES, P.C.|Other Service Provider|$8,250|—|$8,250|

| CARNE GLOBAL FINANCIAL SERVICES LTD|Other Service Provider|$7,516|—|$7,516|

| SIDLEY AUSTIN LLP|ERISA Attorney|$5,331|—|$5,331|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

- [SIDLEY AUSTIN LLP](https://planprovider.pro/provider/sidley-austin-llp) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,218,482

- **Estimated Expense Ratio:** 0.725% of plan assets

### 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|$5,243,470|$4,136,433|—|$28,560|—|

| 2022|$12,290,577|$10,382,926|$519,084|—|$60,360|

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