# Thomas H. Lee Management Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/thomas-h-lee-management-company-llc-401k-plan

> Thomas H. Lee Management Company, LLC's 401(k) plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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