Plan Snapshot
- Plan Sponsor: Lone Pine Capital LLC
- Sponsor EIN: 311679699
- Sponsor Address: 2 GREENWICH PLAZA, GREENWICH, CT, 068306353
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 188
- Total Assets: $364.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 188 | $364.8M | $0 | $0 |
| 2024 | 105 | $293.4M | $4.4M | $2.4M |
| 2023 | 109 | $214.0M | $4.2M | $2.3M |
| 2022 | 107 | $172.3M | $3.8M | $2.1M |
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 & YOUNG LLP | Other Service Provider | $94,000 | — | $94,000 |
| JOSEPH & TURNER CONSULTING ACTUARIE | Other Service Provider | $31,950 | — | $31,950 |
| OPPENHEIMER & CO. INC. | Other Service Provider | $14,026 | — | $14,026 |
| ASCENSUS, LLC | Other Service Provider | $5,453 | — | $5,453 |
| ROPES & GRAY, LLP | Other Service Provider | $5,000 | — | $5,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,429
- Estimated Expense Ratio: 0.041% 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 |
|---|---|---|---|---|---|
| 2025 | $5,866,705 | $14,026 | — | $94,000 | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |