# Thoma Bravo, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/thoma-bravo-l-p-plan-001

> Thoma Bravo, L.P.'s 401(k) plan: 185 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](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:** $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|—|—|

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