Plan Ledger DOL Form 5500 · updated monthly

Warburg Pincus LLC401(k)

WARBURG PINCUS LLC PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Warburg Pincus LLC reported $38,785 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $24,098 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 0.010% to 0.013%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 325th-largest of 5,648 plans among New York employers on file, and the 417th of 4,798 in finance & insurance. In 2024, the employer put in $1.51 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$324,885,749
Participants with balances764
Active participants507
Employer contributions$12,217,716
Employee contributions$8,089,113
Employer contribution per active participant$24,098
Average account balance$425,243
Benefits paid to participants$25,804,024
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$324.9M · 764 accts · $12.2M emplr
2023$284.5M · 742 accts · $11.8M emplr
2022$227.4M · 729 accts · $10.2M emplr
Administrative expenses, itemized · 2024
Investment management$34,703
Total administrative$38,785
The Warburg Pincus LLC 401(k) match · 2024
Employer contribution per active participant$24,098
Median for plans this size$4,294
2024$24,098 per active participant
2023$23,512 per active participant
2022$20,703 per active participant

Warburg Pincus LLC's 2024 employer contribution ran above the $4,294 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
STRATEGIC ADVISORS, INC · Investment advisory (plan)$34,703
FID INV INST OPS CO · Loan processing$4,081

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$38,785 · 0.01%
2023$29,806 · 0.01%
2022$23,764 · 0.01%
Same employer
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Tradeweb Markets LLC NY$331.9M · 0.02%
Cowen Inc. NY$321.9M · 0.11%
Scor U.S. Corporation NY$314.6M · 0.05%
Mvp Service Corp. NY$311.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133536050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.