# Catterton Management Company, L.L.C. Health & Welfare Plan
Source: https://planprovider.pro/companies/catterton-management-company-l-l-c-412066924-509

> Catterton Management Company, L.L.C.'s Health & Welfare plan: 242 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Catterton Management Company, L.L.C.

- **Sponsor EIN:** 412066924

- **Sponsor Address:** 599 W. PUTNAM AVENUE, GREENWICH, CT, 06830

- **Plan Type:** Health & Welfare

- **Plan Number:** 509

- **Total Participants:** 242

- **Total Assets:** $0

## 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.|

| 2025|242|$0|$0|$0|

| 2024|239|$0|$0|$0|

| 2023|218|$0|$0|$0|

| 2022|199|$0|$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|

| BROWN & BROWN OF NY DBA OPUS ADV|Insurance Carrier|$110,893|—|$110,893|

| BROWN & BROWN INS SVS. INC.|Insurance Carrier|$59,441|—|$59,441|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $170,334

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Cumming Management Group](https://planprovider.pro/companies/cumming-management-group-208782096-501) — 1,731 participants

- [Lab Logistics, LLC](https://planprovider.pro/companies/lab-logistics-llc-401k-plan) — 1,237 participants

- [New Castle Hotels](https://planprovider.pro/companies/new-castle-hotels-061419966-501) — 374 participants

- [Logicsource, INC.](https://planprovider.pro/companies/logicsource-inc-401k-plan) — 332 participants

- [Catterton Management Company, LLC](https://planprovider.pro/companies/catterton-management-company-llc-401k-plan) — 243 participants

- [Crisil Irevna Us LLC (Formerly Known As Greenwich Associates LLC)](https://planprovider.pro/companies/greenwich-associates-llc-plan) — 157 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/catterton-management-company-l-l-c-412066924-509)

© 2026 PlanProvider.Pro