# Parametric Portfolio Associates LLC 401(k) Plan
Source: https://planprovider.pro/companies/parametric-portfolio-associates-llc-320463932-001

> Parametric Portfolio Associates LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Parametric Portfolio Associates LLC

- **Sponsor EIN:** 320463932

- **Sponsor Address:** 3600 MINNESOTA DRIVE, MINNEAPOLIS, MN, 55435

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $809.4M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$809.4M|$0|$0|

| 2023|0|$742.6M|$0|$0|

| 2022|0|$732.6M|$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|

| PARAMETRIC PORTFOLIO ASSOCIATES LLC|Other Service Provider|$2,925,131|—|$2,925,131|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,925,131

- **Estimated Expense Ratio:** 0.361% 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|$2,925,188|$2,925,134|—|—|—|

| 2023|$2,679,025|$2,679,011|—|—|—|

| 2022|$3,157,207|$3,157,207|—|—|—|

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