# Platinum Equity, LLC 401(k) Plan
Source: https://planprovider.pro/companies/platinum-equity-llc-401k-plan

> Platinum Equity, LLC's 401(k) plan: 484 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Platinum Equity, LLC

- **Sponsor EIN:** 954666134

- **Sponsor Address:** 360 N. CRESCENT DR., BEVERLY HILLS, CA, 90210

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

- **Total Participants:** 484

- **Total Assets:** $313.1M

## 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|484|$313.1M|$2.2M|$7.1M|

| 2023|451|$269.0M|$1.8M|$6.4M|

| 2022|420|$230.5M|$1.7M|$5.3M|

## 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|

| RPA FINANCIAL, LLC|CONSULTANT|$40,000|—|$40,000|

| PLANTE & MORAN, PLLC|ACCOUNTANT/AUDITOR|$21,500|—|$21,500|

| STRATEGIC ADVISORS, INC.|ADVISOR|$17,893|—|$17,893|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$7,277|—|$7,277|

### Verified Provider Profiles

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — ACCOUNTANT/AUDITOR

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $86,670

- **Estimated Expense Ratio:** 0.028% 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|$86,670|$17,893|—|$21,500|—|

| 2023|$109,128|$52,278|$300|$20,500|—|

| 2022|-$25,799|$5,746|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/platinum-equity-llc-401k-plan)

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