# Summit Partners, LP 401(k) Plan
Source: https://planprovider.pro/companies/summit-partners-lp-plan-002

> Summit Partners, LP's 401(k) plan: 210 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Summit Partners, LP

- **Sponsor EIN:** 043478657

- **Sponsor Address:** 222 BERKELEY STREET, BOSTON, MA, 02116

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

- **Total Participants:** 210

- **Total Assets:** $112.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|210|$112.5M|$2.2M|$4.2M|

| 2023|206|$97.2M|$2.1M|$3.9M|

| 2022|212|$83.0M|$1.9M|$3.5M|

## 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|

| ERNST & YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$101,212|—|$101,212|—|—|

| 2023|$101,422|—|$101,422|—|—|

| 2022|$101,026|—|$101,026|—|—|

## Similar Plans

- [Ta Associates Management L.P.](https://planprovider.pro/companies/ta-associates-management-l-p-plan-001) — 208 participants

- [Thomas H. Lee Management Company, LLC](https://planprovider.pro/companies/thomas-h-lee-management-company-llc-401k-plan) — 205 participants

- [Forward Financing LLC](https://planprovider.pro/companies/forward-financing-llc-401k-plan) — 202 participants

- [Geode Capital Management, LLC](https://planprovider.pro/companies/geode-capital-management-llc-401k-plan) — 189 participants

- [Gw&K Investment Management, LLC](https://planprovider.pro/companies/gw-k-investment-management-llc-401k-plan) — 189 participants

- [Psg Equity L.L.C.](https://planprovider.pro/companies/psg-equity-l-l-c-401k-plan) — 187 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/summit-partners-lp-plan-002)

© 2026 PlanProvider.Pro