401k Record

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GTCR 401(k)

Recordkeeping fees per participant · GTCR 401(k) Plan · plan year 2024

$11.15

Higher than 11% of the 5,847 plans $50 to 250M that report it.

Source

= $3,112 / 279
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009081327NAL0006657553001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009081327NAL0006657553001, received 2025-10-09

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-09.

Cost and contributions

Administrative expenses excluding investment management, per participant

$11.15

10th: $16.21median $93.2090th: $246.84

Higher than 7% of the 8,758 plans $50 to 250M that report it.

Source

= $3,112 / 279
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009081327NAL0006657553001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009081327NAL0006657553001, received 2025-10-09

Administrative expenses per participant

$11.15

10th: $29.39median $132.8490th: $350.58

Higher than 4% of the 9,042 plans $50 to 250M that report it.

Source

= $3,112 / 279
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009081327NAL0006657553001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009081327NAL0006657553001, received 2025-10-09

Administrative expenses as a share of assets

0.006%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 3% of the 9,049 plans $50 to 250M that report it.

Source

= $3,112 / $56,014,626
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009081327NAL0006657553001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009081327NAL0006657553001, received 2025-10-09

Employer contributions per participant

$5,436

10th: $965median $2,73890th: $8,164

Higher than 80% of the 9,105 plans $50 to 250M that report it.

Source

= $1,516,740 / 279
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009081327NAL0006657553001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009081327NAL0006657553001, received 2025-10-09

Employer share of total contributions

26.7%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 41% of the 9,112 plans $50 to 250M that report it.

Source

= $1,516,740 / $5,670,871
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009081327NAL0006657553001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009081327NAL0006657553001, received 2025-10-09

Plan terms, as stated in GTCR LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2E profit-sharing · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009081327NAL0006657553001, received 2025-10-09

Full record, GTCR 401(k) Plan

FieldValueSource
Plan sponsorGTCR LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009081327NAL0006657553001, received 2025-10-09
Plan nameGTCR 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251009081327NAL0006657553001, received 2025-10-09
Sponsor EIN / plan number90-0615667 / 002Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009081327NAL0006657553001, received 2025-10-09
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009081327NAL0006657553001, received 2025-10-09
Sponsor locationCHICAGO, ILForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009081327NAL0006657553001, received 2025-10-09
Industry (business code)523900, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009081327NAL0006657553001, received 2025-10-09
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009081327NAL0006657553001, received 2025-10-09
Filing received2025-10-09Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009081327NAL0006657553001, received 2025-10-09
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009081327NAL0006657553001, received 2025-10-09
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251009081327NAL0006657553001, received 2025-10-09
Participants, beginning of year276Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009081327NAL0006657553001, received 2025-10-09
Active participants197Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009081327NAL0006657553001, received 2025-10-09
Participants, end of year291Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009081327NAL0006657553001, received 2025-10-09
Participants with an account balance279Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009081327NAL0006657553001, received 2025-10-09
Total assets, beginning of year$44,986,064Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009081327NAL0006657553001, received 2025-10-09
Total assets, end of year$56,014,626Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009081327NAL0006657553001, received 2025-10-09
Net assets, end of year$56,014,626Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009081327NAL0006657553001, received 2025-10-09
Total income$13,883,994Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009081327NAL0006657553001, received 2025-10-09
Net income$11,028,562Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009081327NAL0006657553001, received 2025-10-09
Employer contributions$1,516,740Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009081327NAL0006657553001, received 2025-10-09
Participant contributions$3,067,357Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009081327NAL0006657553001, received 2025-10-09
Other contributions (incl. rollovers)$1,086,774Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009081327NAL0006657553001, received 2025-10-09
Total contributions$5,670,871Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009081327NAL0006657553001, received 2025-10-09
Benefit payments$2,809,820Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009081327NAL0006657553001, received 2025-10-09
Total expenses (incl. benefit payments)$2,855,432Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009081327NAL0006657553001, received 2025-10-09
Total administrative expenses$3,112Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009081327NAL0006657553001, received 2025-10-09
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251009081327NAL0006657553001, received 2025-10-09
Recordkeeping fees$3,112Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009081327NAL0006657553001, received 2025-10-09
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251009081327NAL0006657553001, received 2025-10-09
Investment advisory and management fees$0Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251009081327NAL0006657553001, received 2025-10-09
Administrative expenses excluding investment management$3,112derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009081327NAL0006657553001, received 2025-10-09
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251009081327NAL0006657553001, received 2025-10-09
Held in common/collective trusts$17,952,293Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251009081327NAL0006657553001, received 2025-10-09
Held in mutual funds$35,943,701Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009081327NAL0006657553001, received 2025-10-09
Independent auditorCROWE LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009081327NAL0006657553001, received 2025-10-09

Position = column in the DOL layout for form year 2024. Filing 20251009081327NAL0006657553001, received 2025-10-09.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $3,112yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251009081327NAL0006657553001, received 2025-10-09.

What changed since the 2023 plan year

Figure20232024Change
Total assets$44,986,064$56,014,62624.5%
Participants with a balance2602797.3%
Administrative expenses$2,722$3,11214.3%
Recordkeeping fees per participant$10.47$11.156.5%
Employer contributions$1,124,787$1,516,74034.8%

Prior filing 20240930124842NAL0011168194001, received 2024-09-30; the plan years are contiguous.

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Sponsor name as filed: GTCR LLC; SEC registrant: GTCR LLC (CIK 1576350, matched by EIN).