# Clayton, Dubilier & Rice Holdings, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/clayton-dubilier-rice-holdings-l-p-401k-plan

> Clayton, Dubilier & Rice Holdings, L.P.'s 401(k) plan: 234 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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