# Catterton Management Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/catterton-management-company-llc-401k-plan

> Catterton Management Company, LLC's 401(k) plan: 243 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, LLC

- **Sponsor EIN:** 412066924

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

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

- **Total Participants:** 243

- **Total Assets:** $61.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|243|$61.7M|$2.4M|$6.0M|

| 2023|218|$45.5M|$2.1M|$3.9M|

| 2022|195|$33.7M|$1.6M|$3.1M|

## 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|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$8,123|—|—|—|—|

| 2023|$2,730|—|—|—|—|

| 2022|$3,360|—|—|—|—|

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