# Private Advisors Small Company Buyout Fund V Erisa, LP 401(k) Plan
Source: https://planprovider.pro/companies/private-advisors-small-company-buyout-fund-v-erisa-lp-461799496-001

> Private Advisors Small Company Buyout Fund V Erisa, 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 Small Company Buyout Fund V Erisa, LP

- **Sponsor EIN:** 461799496

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

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2025|0|$0|$0|$0|

| 2024|0|$2.0M|$0|$0|

| 2023|0|$34.5M|$0|$0|

| 2022|0|$34.0M|$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|

| EVERCORE GROUP|Other Service Provider|$180,937|—|$180,937|

| PRICE WATERHOUSE COOPERS LLP|Auditor|$163,724|—|$163,724|

| WILLKIE FARR & GALLAGHER|ERISA Attorney|$147,808|—|$147,808|

| APOGEM CAPITAL|Recordkeeper|$90,452|—|$90,452|

| SS&C TECHNOLOGIES INC|Other Service Provider|$77,825|—|$77,825|

| KIRKLAND & ELLIS|Other Service Provider|$42,653|—|$42,653|

| GRANT THORNTON LLP|Other Service Provider|$33,870|—|$33,870|

| LOCK LORD|ERISA Attorney|$19,939|—|$19,939|

| ROPES & GRAY|Other Service Provider|$6,350|—|$6,350|

| PROSKAUER ROSE|Other Service Provider|$6,250|—|$6,250|

| HOGAN LOVELLS|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

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

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

- [WILLKIE FARR & GALLAGHER](https://planprovider.pro/provider/willkie-farr-and-gallagher-llp) — ERISA Attorney

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

- [LOCK LORD](https://planprovider.pro/provider/troutman-pepper-locke-lp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $774,808

### 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|$3,551|—|—|—|—|

| 2024|$1,062,929|$552,357|$60,587|$7,798|—|

| 2023|$314,332|$159,708|$66,062|$10,397|—|

| 2022|$496,050|$342,515|—|—|$23,250|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/private-advisors-small-company-buyout-fund-v-erisa-lp-461799496-001)

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