Catterton Management Company LLC 401(K) Plan — Form 5500 plan (Catterton Management Company, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Catterton Management Company LLC 401(K) Plan is a benefit plan reported by Catterton Management Company, LLC under EIN 41-2066924 and plan number 001. The latest loaded filing year is 2023. The filing reports 290 participants and $45,540,618 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$45.5MPlan net assets, end of year$45,540,618
Participants290Covered participants reported
Assets / participant$157KComputed: assets ÷ participants$157,037 (computed)
Provider compensation$2.7K1 Schedule C provider row(s)$2,730
- Plan sponsor
- Catterton Management Company, LLC
- EIN
- 41-2066924
- Plan number
- 001
- Plan type
- 2
- Location
- Greenwich, CT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 290 | H, C | 20241009101120NAL0009097379001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$45.5M total assets
Net assets$45.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $45,540,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,540,618
- Net assets (BOY)
- $33,689,318
Income & contributions
- Employer contributions
- $2,103,001
- Participant contributions
- $3,949,778
- Total contributions
- $6,650,518
- Total income / additions
- $12,841,926
Expenses & distributions
- Benefits paid
- $987,896
- Administrative expenses
- $2,730
- Total expenses
- $990,626
- Net increase / (decrease)
- $11,851,300
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,730 | $0 | 2023 |