Plan Ledger DOL Form 5500 · updated monthly

Hellman & Friedman LLC401(k)

HELLMAN & FRIEDMAN PROFIT SHARING & 401(K) SAVINGS PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Hellman & Friedman LLC reported $33,000 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $23,833 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 fell from 0.043% to 0.036%. 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 986th-largest of 9,483 plans among California employers on file, and the 983rd of 4,798 in finance & insurance. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$101,784,113
Participants with balances241
Active participants152
Employer contributions$3,622,557
Employee contributions$2,858,305
Employer contribution per active participant$23,833
Average account balance$422,341
Benefits paid to participants$2,185,573
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$101.8M · 241 accts · $3.6M emplr
2023$83.2M · 235 accts · $3.5M emplr
2022$66.7M · 218 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,627
Investment management$10,373
Total administrative$33,000
The Hellman & Friedman LLC 401(k) match · 2024
Employer contribution per active participant$23,833
Median for plans this size$3,635
2024$23,833 per active participant
2023$23,149 per active participant
2022$20,509 per active participant

Hellman & Friedman 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 · 20243
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$24,690
ABACUS WEALTH PARTNERS LLC · Investment advisory (participants)$6,689
CHARLES SCHWAB & CO,INC. · Securities brokerage$225

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$33,000 · 0.04%
2023$36,824 · 0.05%
2022$30,914 · 0.04%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 383708132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.