# Partners Enterprise Capital Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/partners-enterprise-capital-holdings-llc-401k-plan

> Partners Enterprise Capital Holdings LLC's 401(k) plan: 470 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Partners Enterprise Capital Holdings LLC

- **Sponsor EIN:** 421484166

- **Sponsor Address:** 215 N PEORIA STREET, CHICAGO, IL, 60607

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

- **Total Participants:** 470

- **Total Assets:** $77.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|470|$77.9M|$2.4M|$5.2M|

| 2023|482|$64.6M|$2.4M|$5.1M|

| 2022|485|$50.7M|$2.1M|$4.5M|

## 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|

| CAPTRUST FINANCIAL ADVISORS|INVESTMENT ADVISOR|$22,500|—|$22,500|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$18,688|—|$18,688|

| STRATEGIC ADVISORS, INC.|ADVISOR|$11,641|—|$11,641|

| DENMAN & COMPANY|ACCOUNTANT/AUDITOR|$11,000|—|$11,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [DENMAN & COMPANY](https://planprovider.pro/provider/denman-cpa-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,829

- **Estimated Expense Ratio:** 0.082% 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|$63,829|$34,141|—|$11,000|—|

| 2023|$86,572|$8,310|—|$10,700|—|

| 2022|$52,796|$5,494|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/partners-enterprise-capital-holdings-llc-401k-plan)

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