Plan Snapshot
- Plan Sponsor: Clayton, Dubilier & Rice Holdings, L.P.
- Sponsor EIN: 980634323
- Sponsor Address: 550 MADISON AVE, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $68.6M
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 | 234 | $68.6M | $2.3M | $4.6M |
| 2023 | 206 | $56.1M | $2.1M | $3.5M |
| 2022 | 174 | $44.3M | $1.6M | $2.3M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | $17,500 | — | $17,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,500
- Estimated Expense Ratio: 0.025% 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 | $18,775 | — | — | $17,500 | — |
| 2023 | $2,474 | — | — | — | — |
| 2022 | $7,374 | — | — | — | — |