Plan Snapshot
- Plan Sponsor: Strategic Value Partners, LLC
- Sponsor EIN: 030455248
- Sponsor Address: 100 WEST PUTNAM AVENUE, GREENWICH, CT, 06830
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $34.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 161 | $34.5M | $1.4M | $2.7M |
| 2023 | 149 | $27.4M | $1.4M | $2.2M |
| 2022 | 135 | $21.0M | $2.5M | $1.7M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | $2,130 | — | $2,130 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,130
- Estimated Expense Ratio: 0.006% 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 | $44,878 | $20,000 | — | $2,130 | — |
| 2023 | $42,185 | $20,000 | $11,924 | — | — |
| 2022 | $38,755 | $20,000 | $10,578 | — | $8,177 |