Retirement plan

WARBURG PINCUS LLC PROFIT SHARING PLAN

Name: WARBURG PINCUS LLC - WARBURG PINCUS LLC PROFIT SHARING PLAN (2024) Form 5500
Creator: WARBURG PINCUS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WARBURG PINCUS LLC PROFIT SHARING PLAN, WARBURG PINCUS LLC

WARBURG PINCUS LLCEIN 13-3536050Plan #002PY 2024

450 LEXINGTON AVENUE - NEW YORK, NY 10017212-878-0600LinkedIn11-50 employees

Other plans on this EIN

1 filing

#004Retirement-$47.6M assets

Prospect flagsHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$324.9M

+14.2% from 2023

Total participants

771

+2.3% from 2023

Average account balance

$425,243

+10.9% from 2023

Annual return

16.11%

-3.53 pp from 2023

Benchmarks

See 1,548 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants250-999

Cohort1,548 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$324.89M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$425K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

764

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20.31M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.11%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$51

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524	Advisory (Plan)	$34,703
FID INV INST OPS CO7 years Service code 37 · EIN 04-2647786	Loan Processing	$4,081

Plan features & details

Pension benefit codes2E2F2G2J2T3B3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$39K

$76 / participant

Investment mgmt$35K89.5%
Other / not subdivided$4K10.5%

% of EOY assets

0.012%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ERNST & YOUNG LLP
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$425,243

$129,159+229.2%

$184,243+130.8%

$77,714+447.2%

Participation rate

98.6%

87.4%+11.3pp

86.8%+11.8pp

70.6%+28.0pp

Annual return

16.11%

33.22%-17.1pp

28.82%-12.7pp

31.26%-15.1pp

Employer contribution / active EE

$24,098

$4,410+446.4%

$6,427+275.0%

$2,727+783.7%

Participant deferral / active EE

$15,955

$7,305+118.4%

$9,132+74.7%

$4,649+243.2%

Admin fee / account holder

$51

$256-80.1%

$13,914-99.6%

$433-88.3%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.6 years

Filed as: STRATEGIC ADVISORS, INC

Service code 27 · EIN 04-2654524

Advisory (Plan)

$34,703

FID INV INST OPS CO7 years

Service code 37 · EIN 04-2647786

Loan Processing

$4,081

WARBURG PINCUS LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WARBURG PINCUS LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion