Retirement plan

LONE PINE CAPITAL LLC 401(K) PROFIT SHARING PLAN

Name: LONE PINE CAPITAL LLC - LONE PINE CAPITAL LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: LONE PINE CAPITAL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LONE PINE CAPITAL LLC 401(K) PROFIT SHARING PLAN, LONE PINE CAPITAL LLC

LONE PINE CAPITAL LLCEIN 31-1679699Plan #001PY 2025

2 GREENWICH PLAZA, SUITE 220 - GREENWICH, CT 068306353203-618-7813lonepinecapital.comLinkedIn51-200 employeesfinancial services

Prospect flagsHigh feesHigh cashHigh assets / participant

How to read this page

Total assets (EOY)

$364.8M

+24.3% from 2024

Total participants

188

+3.3% from 2024

Average account balance

$1,950,585

+21.0% from 2024

Annual return

23.97%

-10.04 pp from 2024

Benchmarks

See 993 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants100-249

Cohort993 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$364.76M

Not enough data

1 years with asset history on file

Average account balance

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

$2.0M

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.

187

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.

99.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.77M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$65K

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

+23.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$804

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 300 FIRST STAMFORD PLACE · STAMFORD, CT 06902	Accounting	$94,000
JOSEPH W. MCCARTHY & ASSOCIATES1 year Filed as: JOSEPH & TURNER CONSULTING ACTUARIE Service code 15 144 WEST 132ND STREET · NEW YORK, NY 10027	Recordkeeping	$31,950
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO. INC. Service code 26 85 BROAD STREET · NEW YORK, NY 10004	Advisory (Participants)	$14,026
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 19 200 DRYDEN ROAD, SUITE 4000 · DRESHER, PA 19025	Securities Custodian	$5,453
ROPES & GRAY LLP1 year Filed as: ROPES & GRAY, LLP Service code 29 1211 AVENUE OF THE AMERICAS · NEW YORK, NY 10036	Legal	$5,000

Plan features & details

Pension benefit codes2E2F2G2J2K3B3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$150K

$1446 / participant

Recordkeeping$5K3.6%
Investment mgmt$14K9.3%
Legal$5K3.3%
Actuarial$32K21.2%
Other / not subdivided$94K62.5%

% of EOY assets

0.041%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: ERNST & YOUNG LLP
Auditor EIN: 346565596
Audit fees: $94,000
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,950,585

$132,049+1377.2%

$200,582+872.5%

$74,304+2525.1%

Participation rate

99.0%

84.1%+15.0pp

86.9%+12.2pp

60.3%+38.7pp

Annual return

23.97%

22.22%+1.8pp

42.33%-18.4pp

29.43%-5.5pp

Employer contribution / active EE

$42,371

$4,558+829.7%

$6,419+560.1%

$2,241+1790.6%

Participant deferral / active EE

$22,767

$7,213+215.6%

$9,331+144.0%

$3,767+504.3%

Admin fee / account holder

$804

$2,405-66.5%

$16,305-95.1%

$2,969-72.9%

Provider

Service type

Compensation

ERNST & YOUNG LLP1 year

Service code 10 · EIN 34-6565596

300 FIRST STAMFORD PLACE · STAMFORD, CT 06902

Accounting

$94,000

JOSEPH W. MCCARTHY & ASSOCIATES1 year

Filed as: JOSEPH & TURNER CONSULTING ACTUARIE

Service code 15

144 WEST 132ND STREET · NEW YORK, NY 10027

Recordkeeping

$31,950

OPPENHEIMER1 year

Filed as: OPPENHEIMER & CO. INC.

Service code 26

85 BROAD STREET · NEW YORK, NY 10004

Advisory (Participants)

$14,026

ASCENSUS LLC1 year

Filed as: ASCENSUS, LLC

Service code 19

200 DRYDEN ROAD, SUITE 4000 · DRESHER, PA 19025

Securities Custodian

$5,453

ROPES & GRAY LLP1 year

Filed as: ROPES & GRAY, LLP

Service code 29

1211 AVENUE OF THE AMERICAS · NEW YORK, NY 10036

Legal

$5,000

LONE PINE CAPITAL LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LONE PINE CAPITAL LLC 401(K) 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