Plan Ledger DOL Form 5500 · updated monthly

Catterton Management Company, LLC401(k)

CATTERTON MANAGEMENT COMPANY LLC 401(K) PLAN · GREENWICH, CT · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Catterton Management Company, LLC reported $8,123 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,757 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.01% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 271st-largest of 1,106 plans among Connecticut employers on file, and the 2,308th of 11,654 in professional & technical services. In 2024, employees put in $2.54 for every $1.00 the employer contributed; active participation has grown from 195 to 243 since 2022.

Plan summary
Net assets, end of year$61,719,059
Participants with balances346
Active participants243
Employer contributions$2,370,985
Employee contributions$6,029,263
Employer contribution per active participant$9,757
Average account balance$178,379
Benefits paid to participants$2,100,562
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$61.7M · 346 accts · $2.4M emplr
2023$45.5M · 304 accts · $2.1M emplr
2022$33.7M · 274 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,123
Total administrative$8,123
The Catterton Management Company, LLC 401(k) match · 2024
Employer contribution per active participant$9,757
Median for plans this size$3,635
2024$9,757 per active participant
2023$9,647 per active participant
2022$8,270 per active participant

Catterton Management Company, LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$8,123

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$8,123 · 0.02%
2023$2,730 · 0.01%
2022$3,360 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Connecticut
Fuss & Oneill, Inc. CT$81.2M · 0.01%
Rite-Solutions, Inc. CT$63.8M · 0.17%
Icr, LLC CT$60.5M · 0.17%
Portfolio Advisors LLC CT$59.2M · 0.15%
Arvinas, Inc. CT$57.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412066924 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.