Harbourvest Partners Ix-Credit Opportunities Fund L.P. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Harbourvest Partners Ix-Credit Opportunities Fund L.P.
  • Sponsor EIN: 320292081
  • Sponsor Address: HARBOURVEST PARTNERS, LLC, BOSTON, MA, 021112908
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 0
  • Total Assets: $26.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20250$26.3M$0$0
20240$54.0M$0$0
20230$111.4M$0$0
20220$126.6M$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
ERNST&YOUNGAuditor——$0

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
2025$807,980$391,864———
2024$1,873,911$1,567,433———
2023$2,144,184$1,741,942———
2022$2,116,636$1,934,749——$126,746

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