# Warburg Pincus LLC DC Plan
Source: https://planprovider.pro/companies/warburg-pincus-llc-plan-002

> Warburg Pincus LLC's DC plan: 507 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/warburg-pincus-llc-plan-002)

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