# The Partners Group, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/the-partners-group-ltd-401k-plan

> The Partners Group, Ltd's 401(k) plan: 272 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Partners Group, Ltd

- **Sponsor EIN:** 931300504

- **Sponsor Address:** 11740 SW 68TH PARKWAY, SUITE 200, PORTLAND, OR, 97223

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

- **Total Participants:** 272

- **Total Assets:** $37.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|272|$37.0M|$976,113|$2.7M|

| 2023|214|$31.2M|$884,102|$2.4M|

| 2022|203|$24.8M|$807,971|$2.1M|

## 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|

| VAN BEEK & CO., LLC|Auditor|—|—|$0|

## 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|$8,297|—|$8,297|—|—|

| 2023|$6,096|$6,096|—|—|—|

| 2022|$6,165|$6,165|—|—|—|

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