# Private Advisors Secondary Fund V, LP 401(k) Plan
Source: https://planprovider.pro/companies/private-advisors-secondary-fund-v-lp-474252449-001

> Private Advisors Secondary Fund V, LP'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:** Private Advisors Secondary Fund V, LP

- **Sponsor EIN:** 474252449

- **Sponsor Address:** 299 PARK AVENUE, NEW YORK, NY, 10171

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $248.9M

## 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|$248.9M|$0|$0|

| 2023|0|$283.6M|$0|$0|

| 2022|0|$310.1M|$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|

| APOGEM CAPITAL LLC|Recordkeeper|$1,999,822|—|$1,999,822|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$365,859|—|$365,859|

| SS&C TECHNOLOGIES INC|Other Service Provider|$184,638|—|$184,638|

### Verified Provider Profiles

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

- [APOGEM CAPITAL LLC](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,550,319

- **Estimated Expense Ratio:** 1.025% 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|$2,588,606|$1,999,822|$184,638|$115,675|—|

| 2023|$2,693,347|$2,222,395|$208,322|$43,726|—|

| 2022|$2,816,866|$2,454,295|$176,596|—|$82,867|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/private-advisors-secondary-fund-v-lp-474252449-001)

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