Plan Snapshot
- Plan Sponsor: Thomas H. Lee Management Company, LLC
- Sponsor EIN: 043475841
- Sponsor Address: 100 FEDERAL STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $57.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 205 | $57.4M | $480,460 | $2.9M |
| 2023 | 161 | $50.8M | $495,685 | $2.8M |
| 2022 | 161 | $41.2M | $463,939 | $2.3M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $27,929 | $26,054 | — | — | — |
| 2023 | $39,088 | $16,908 | — | — | — |
| 2022 | -$18,700 | — | — | — | — |