# Strategic Value Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/strategic-value-partners-llc-plan-001

> Strategic Value Partners, LLC's 401(k) plan: 161 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/bdo-usa-pc) — 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|

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