Plan Ledger DOL Form 5500 · updated monthly

Clayton, Dubilier & Rice Holdings, L.P.401(k)

CLAYTON, DUBILIER & RICE HOLDINGS, L.P. 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Clayton, Dubilier & Rice Holdings, L.P. reported $18,775 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,747 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 0.02% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,082nd-largest of 5,648 plans among New York employers on file, and the 1,313th of 4,798 in finance & insurance. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has grown from 174 to 234 since 2022.

Plan summary
Net assets, end of year$68,644,405
Participants with balances280
Active participants234
Employer contributions$2,280,809
Employee contributions$4,604,040
Employer contribution per active participant$9,747
Average account balance$245,159
Benefits paid to participants$4,212,291
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$68.6M · 280 accts · $2.3M emplr
2023$56.1M · 228 accts · $2.1M emplr
2022$44.3M · 195 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,275
Audit (IQPA)$17,500
Total administrative$18,775
The Clayton, Dubilier & Rice Holdings, L.P. 401(k) match · 2024
Employer contribution per active participant$9,747
Median for plans this size$3,635
2024$9,747 per active participant
2023$10,104 per active participant
2022$9,106 per active participant

Clayton, Dubilier & Rice Holdings, L.P.'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 · 20242
EISNER AMPER · Accounting / audit$17,500

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$18,775 · 0.03%
2023$2,474 · 0.00%
2022$7,374 · 0.02%
Same employer
Similar plansFinance & Insurance · New York
Versant Health Holdco, Inc. NY$70.2M · 0.23%
National Bank of Canada NY$68.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980634323 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.