Plan Snapshot
- Plan Sponsor: Hellman & Friedman LLC
- Sponsor EIN: 383708132
- Sponsor Address: 415 MISSION STREET, SUITE 5700, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $101.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 152 | $101.8M | $3.6M | $2.9M |
| 2023 | 153 | $83.2M | $3.5M | $2.6M |
| 2022 | 145 | $66.7M | $3.0M | $2.2M |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT 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 | $33,000 | $10,373 | — | — | — |
| 2023 | $36,824 | $15,087 | — | — | — |
| 2022 | $30,914 | $13,657 | — | — | — |