Plan Snapshot
- Plan Sponsor: Warburg Pincus LLC
- Sponsor EIN: 133536050
- Sponsor Address: 450 LEXINGTON AVENUE, NEW YORK, NY, 10017
- Plan Type: DC
- Total Participants: 507
- Total Assets: $324.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 507 | $324.9M | $12.2M | $8.1M |
| 2023 | 503 | $284.5M | $11.8M | $8.4M |
| 2022 | 494 | $227.4M | $10.2M | $7.4M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | ADVISOR | $34,703 | — | $34,703 |
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC — ADVISOR
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,703
- Estimated Expense Ratio: 0.011% of plan assets
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 | $38,785 | $34,703 | — | — | — |
| 2023 | $29,806 | $26,331 | — | — | — |
| 2022 | $23,764 | $19,664 | — | — | — |