How big is Silver Lake Technology Management LLC's plan?

Silver Lake Technology Management LLC's plan reported $118.6M in assets and 216 participants for 2024.

Original filing (PDF)20251009202603NAL0007490737001

Silver Lake Technology Management LLC

Name: Silver Lake Technology Management LLC — Silver Lake, Form 5500 (2024)
Creator: Silver Lake Technology Management LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Silver Lake 401(k) Plan

401(k) retirement plan · Silver Lake Technology Management LLC's Silver Lake 401(k) Plan held $118.6M in plan assets for 216 participants in 2024, with Fidelity as recordkeeper.

Signals · 5

1 failed disclosure29% in single holdingCorrective distributions issuedHigh average account balanceSelf-directed brokerage offered

Active participants

216

Accounts w/ balance

345

Plan assets (EOY)

$118.6M

Net assets (EOY)

$118.6M

People on this filing

Jason White signed Silver Lake Technology Management LLC's 2024 Form 5500 as plan administrator.

Jason White — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Silver Lake Technology Management LLC's EIN is 94-3330830.

EIN 94-3330830

Plan number 001

Plan year 2024

ACK ID 20251009202603NAL0007490737001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Silver Lake Technology Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Silver Lake Technology Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SILVER LAKE TECHNOLOGY MANAGEMENT LLC.

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How this plan invests

This plan

26 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (93rd percentile).
High average account balance (91st percentile).

Plan sponsor

Name

SILVER LAKE TECHNOLOGY MANAGEMENT LLC

EIN

all filings

Address

550 WEST 34TH STREET · 40TH FL · NEW YORK, NY · 10001

Phone

(212) 981-5600

Industry

Finance & Insurance

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

2025-10-09

Pension benefit codes

3B · Covers self-employed individuals

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

26 direct securities· $118.6M(100% of reported assets)

Common Collective Trusts

$57.2M

6 holdings

Mutual Funds

$56.6M

14 holdings

Other securities

$3.3M

4 holdings

Self-Directed Brokerage

$1.3M

1 holding

U.S. Treasuries

$366K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund †	Common Collective Trusts	—	—	$34.2M	28.8%
Fidelity Puritan Fund Class K Fund Mutual fund	Mutual Funds	—	—	$18.8M	15.8%
Fidelity Contrafund Mutual fund	Mutual Funds	—	—	$11.6M	9.8%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$7.3M	6.2%
Fidelity Select Technology Fund Mutual fund	Mutual Funds	—	—	$6.8M	5.7%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$5.6M	4.7%
Invesco Diversified Dividend Fund Mutual fund	Mutual Funds	—	—	$4.8M	4.1%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$4.7M	4.0%
Fidelity Government Money Market Fund Money market fund	Mutual Funds	—	—	$4.2M	3.6%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$3.9M	3.3%
Fidelity Select Health Care Fund Mutual fund	Mutual Funds	—	—	$2.0M	1.7%
Fidelity Capital & Income Fund Mutual fund	Mutual Funds	—	—	$1.9M	1.6%
Fidelity Emerging Markets Index Fund Mutual fund	Common Collective Trusts	—	—	$1.5M	1.2%
Fidelity BrokerageLink Self-directed brokerage account	Self-Directed Brokerage	—	—	$1.3M	1.1%
BlackRock Global Allocation Fund Mutual fund	Other securities	—	—	$1.2M	1.1%
Fidelity Select Consumer Staples Fund Mutual fund	Mutual Funds	—	—	$1.2M	1.0%
Fidelity Select Financial Fund Mutual fund	Mutual Funds	—	—	$1.1M	1.0%
Fidelity China Region Fund Mutual fund	Mutual Funds	—	—	$1.1M	0.9%
Invesco Senior Floating Rate R6 Fund Mutual fund	Mutual Funds	—	—	$1.0M	0.9%
Baron Small Cap Fund Mutual fund	Other securities	—	—	$992K	0.8%
Fidelity Select Energy Fund Mutual fund	Mutual Funds	—	—	$910K	0.8%
Cohen & Steers Realty Fund Mutual fund	Other securities	—	—	$829K	0.7%
Pimco Real Return Admin Fund Mutual fund	Mutual Funds	—	—	$658K	0.6%
Franklin Mutual International Value Class A Fund Mutual fund	Mutual Funds	—	—	$518K	0.4%
Fidelity Intermediate Treasury Bond Index Fund Mutual fund	U.S. Treasuries	—	—	$366K	0.3%
maturities through March 2029	Other securities	—	—	$207K	0.2%