Original filing (PDF)20251008174144NAL0003468659001

ADVENT INTERNATIONAL L.P.

Name: ADVENT INTERNATIONAL L.P. — ADVENT INTERNATIONAL L.P. EMPLOYEES' PROFIT-SHARING RETIREMENT PLAN, Form 5500 (2024)
Creator: ADVENT INTERNATIONAL L.P.

Form 5500

FILING_RECEIVED

ADVENT INTERNATIONAL L.P. EMPLOYEES' PROFIT-SHARING RETIREMENT PLAN

401(k) retirement plan

Signals · 1

26% in single holding

Active participants

299

Accounts w/ balance

431

Plan assets (EOY)

$117.9M

Net assets (EOY)

$117.9M

How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVENT INTERNATIONAL L.P..

Plan sponsor

Name

ADVENT INTERNATIONAL L.P.

EIN

04-2840139

Address

800 BOYLSTON STREET · PRIDENTIAL TOWERS · BOSTON, MA · 021998069

Phone

(617) 951-9400

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INV INST OPER COMPANY INC.	04-2647786	—	RECORDKEEPER	$27K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS, LLC	47-1411118	—	ADVISOR	$25K	—

Investments

32 direct securities · 1 pooled fund· $117.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$109.9M

28 holdings

Common Collective Trust

$3.5M

1 holding

Common Stock

$2.6M

1 holding

U.S. Treasuries

$833K

1 holding

Cash / Money Market

$557K

1 holding

Bonds / Notes

$451K

1 holding

					% of plan
Fidelity Investments * Fidelity 500 Index Fund Mutual Fund	Other securities	—	—	$31.0M	26.3%
T. Rowe Price Retirement 2050 Fund I Class Mutual Fund	Other securities	—	—	$10.1M	8.5%
T. Rowe Price Retirement 2055 Fund I Class Mutual Fund	Other securities	—	—	$6.9M	5.8%
T. Rowe Price Retirement 2045 Fund I Class Mutual Fund	Other securities	—	—	$6.1M	5.1%
Victory Sycamore Est Value Fund Class R6 Mutual Fund	Other securities	—	—	$5.7M	4.8%
T. Rowe Price Retirement 2040 Fund I Class Mutual Fund	Other securities	—	—	$5.4M	4.6%
Invesco Oppenheimer Discovery Fund Class R6 Mutual Fund	Other securities	—	—	$4.6M	3.9%
BNY Mellon Worldwide Growth Y Mutual Fund	Other securities	—	—	$4.2M	3.5%
Hartford Dividend and Growth Fund Class R6 Mutual Fund	Other securities	—	—	$3.9M	3.3%
T. Rowe Price Retirement 2035 Fund I Class Mutual Fund	Other securities	—	—	$3.9M	3.3%
T. Rowe Price Retirement 2060 Fund I Class Mutual Fund	Other securities	—	—	$3.7M	3.1%
FA STABLE VALUE PORTFOLIO FIDELITY · EIN 04-3022712 / PN 026	Common Collective Trust	—	—	$3.5M	3.0%
Columbia Global Technology Growth Fund Mutual Fund	Other securities	—	—	$3.4M	2.9%
T. Rowe Price Retirement 2030 Fund I Class Mutual Fund	Other securities	—	—	$3.2M	2.7%
MFS Mid Cap Growth 2W Mutual Fund	Other securities	—	—	$2.7M	2.3%
Various Common Stocks, Mutual Funds and money * Self Directed Brokerage Account market mutual fund	Common Stock	—	—	$2.6M	2.2%
American Beacon Small Cap Value Fund Mutual Fund	Other securities	—	—	$2.0M	1.7%
Fideltiy U.S. Bond Index Fund Mutual Fund	Other securities	—	—	$2.0M	1.7%
Fidelity Global ex U.S. Index Fund Mutual Fund	Other securities	—	—	$1.9M	1.6%
PIMCO Income Fund Institutional Class Mutual Fund	Other securities	—	—	$1.7M	1.4%
T. Rowe Price Retirement 2020 Fund I Class Mutual Fund	Other securities	—	—	$1.6M	1.4%
Fidelity Advisor International Growth Fund - Class Z Mutual Fund	Other securities	—	—	$1.4M	1.2%
T. Rowe Price Retirement 2005 Fund I Class Mutual Fund	Other securities	—	—	$985K	0.8%
Principal MidCap R6 Mutual Fund	Other securities	—	—	$910K	0.8%
T. Rowe Price Retirement 2025 Fund I Class Mutual Fund	Other securities	—	—	$870K	0.7%
JPMorgan Government Bond Fund Class R6 Mutual Fund	U.S. Treasuries	—	—	$833K	0.7%
Blackrock Inflation Protected Bond Fund Class K Mutual Fund	Other securities	—	—	$759K	0.6%
Fidelity Small Cap Index Fund Mutual Fund	Other securities	—	—	$579K	0.5%
The Gabelli U.S. Treasury Money Market Fund Mutual Fund	Cash / Money Market	—	—	$557K	0.5%
Various loan maturity dates through 2034 and interest * Notes receivable from participants rates ranged from 5.25% to 10.5%	Bonds / Notes	—	—	$451K	0.4%
Lord Abbett Short Duration Income I Mutual Fund	Other securities	—	—	$334K	0.3%
T. Rowe Price Retirement 2010 Fund I Class Mutual Fund	Other securities	—	—	$156K	0.1%
T. Rowe Price Retirement 2015 Fund I Class Mutual Fund	Other securities	—	—	$152K	0.1%