Plan Snapshot
- Plan Sponsor: Thoma Bravo, L.P.
- Sponsor EIN: 261416963
- Sponsor Address: 110 N. WACKER SUITE 32, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $40.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 185 | $40.7M | $2.2M | $3.0M |
| 2023 | 177 | $30.9M | $1.6M | $2.7M |
| 2022 | 137 | $22.0M | $1.3M | $2.0M |
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 | — | — | $0 |
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: $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 | $70,985 | $33,706 | — | — | — |
| 2023 | $58,407 | $30,309 | — | — | — |
| 2022 | $97,523 | $27,806 | $69,717 | — | — |