Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Warburg Pincus
Warburg Pincus 401(k)
- Finance and insurance
- New York, NY
- EIN 13-3536050
- 1 plan with Schedule H financials
- Plan year 2024
- Warburg Pincus LLC
Administrative expenses excluding investment management, per participant · Warburg Pincus LLC Profit Sharing Plan · plan year 2024
$5.34
Higher than 3% of the 2,324 plans $250M to 1B that report it.
Source
= $4,082 / 764
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007135849NAL0008051680001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007135849NAL0008051680001, received 2025-10-07
Percentiles compare this plan with the Schedule H plans $250M to 1B 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 2025-10-07.
Cost and contributions
Administrative expenses per participant
$50.77
Higher than 21% of the 2,405 plans $250M to 1B that report it.
Source
= $38,785 / 764
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007135849NAL0008051680001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007135849NAL0008051680001, received 2025-10-07
Administrative expenses as a share of assets
0.012%
Higher than 7% of the 2,407 plans $250M to 1B that report it.
Source
= $38,785 / $324,885,749
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007135849NAL0008051680001, received 2025-10-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007135849NAL0008051680001, received 2025-10-07
Employer contributions per participant
$15,992
Higher than 98% of the 2,457 plans $250M to 1B that report it.
Source
= $12,217,716 / 764
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007135849NAL0008051680001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007135849NAL0008051680001, received 2025-10-07
Employer share of total contributions
53.5%
Higher than 94% of the 2,459 plans $250M to 1B that report it.
Source
= $12,217,716 / $22,828,854
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007135849NAL0008051680001, received 2025-10-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007135849NAL0008051680001, received 2025-10-07
Plan terms, as stated in Warburg Pincus LLC's SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2T default investment (QDIA) · 3B · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251007135849NAL0008051680001, received 2025-10-07
Full record, Warburg Pincus LLC Profit Sharing Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | WARBURG PINCUS LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Plan name | WARBURG PINCUS LLC PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Sponsor EIN / plan number | 13-3536050 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Sponsor location | NEW YORK, NY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Filing received | 2025-10-07 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Participants, beginning of year | 754 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Active participants | 507 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Participants, end of year | 771 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Participants with an account balance | 764 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Total assets, beginning of year | $284,539,402 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Total assets, end of year | $324,885,749 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Net assets, end of year | $324,885,749 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Total income | $66,190,312 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Net income | $40,346,347 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Employer contributions | $12,217,716 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Participant contributions | $8,089,113 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Other contributions (incl. rollovers) | $2,522,025 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Total contributions | $22,828,854 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Benefit payments | $25,804,024 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Total expenses (incl. benefit payments) | $25,843,965 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Total administrative expenses | $38,785 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Investment advisory and management fees | $34,703 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Administrative expenses excluding investment management | $4,082 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Held in common/collective trusts | $13,336,002 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Held in mutual funds | $293,009,047 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251007135849NAL0008051680001, received 2025-10-07 |
| Independent auditor | ERNST & YOUNG LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251007135849NAL0008051680001, received 2025-10-07 |
Position = column in the DOL layout for form year 2024. Filing 20251007135849NAL0008051680001, received 2025-10-07.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | ADVISOR | 27 Investment advisory (plan); 50 Direct payment from the plan | $34,703 | no |
| FID INV INST OPS COrecordkeeper | NONE | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 50 Direct payment from the plan | $4,081 | no |
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 20251007135849NAL0008051680001, received 2025-10-07.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $284,539,402 | $324,885,749 | 14.2% |
| Participants with a balance | 742 | 764 | 3.0% |
| Administrative expenses | $29,806 | $38,785 | 30.1% |
| Recordkeeping fees per participant | $4.68 | not reported | |
| Employer contributions | $11,826,480 | $12,217,716 | 3.3% |
Prior filing 20241007093315NAL0014987713001, received 2024-10-07; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: WARBURG PINCUS LLC; SEC registrant: WARBURG PINCUS LLC (CIK 1162870, matched by EIN).