# Hellman & Friedman LLC 401(k) Plan
Source: https://planprovider.pro/companies/hellman-friedman-llc-plan-002

> Hellman & Friedman LLC's 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/holthouse-carlin-and-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|—|—|—|

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