The Partners Group, Ltd 401(K) Profit Sharing Plan — Form 5500 plan (The Partners Group, Ltd)

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, The Partners Group, Ltd 401(K) Profit Sharing Plan is a benefit plan reported by The Partners Group, Ltd under EIN 93-1300504 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $31,190,986 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Partners Group, Ltd
EIN
93-1300504
Plan number
001
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
227
End-of-year plan assets
$31,190,986

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20241013215337NAL0026291729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,190,986
Net assets (EOY)
$31,190,986
Net assets (BOY)
$24,846,990

Income & contributions

Employer contributions
$884,102
Participant contributions
$2,428,382
Total contributions
$3,982,238
Total income / additions
$8,364,352

Expenses & distributions

Benefits paid
$2,014,260
Administrative expenses
$6,096
Total expenses
$2,020,356
Net increase / (decrease)
$6,343,996

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Premier Retirement Services IncCONTRACT ADMINISTRATOR$3,475$13,3602023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$3,974not reported in the loaded dataset2023

Related Form 5500 pages