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Original filing (PDF)20251009202603NAL0007490737001
SILVER LAKE TECHNOLOGY MANAGEMENT LLC
Form 5500
FILING_RECEIVED
SILVER LAKE 401K PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure29% in single holding
Active participants
216
Accounts w/ balance
345
Plan assets (EOY)
$118.6M
Net assets (EOY)
$118.6M
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 (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Fidelity 500 Index Fund Mutual fund †" is 29% of plan.
Helping the score
- Below-peer total fees (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SILVER LAKE TECHNOLOGY MANAGEMENT LLC.
Plan sponsor
Name
SILVER LAKE TECHNOLOGY MANAGEMENT LLC
EIN
94-3330830
Address
550 WEST 34TH STREET · 40TH FL · NEW YORK, NY · 10001
Phone
(212) 981-5600
Industry
Finance & Insurancesee 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
2025-10-09
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ABBOTT, STRINGHAM AND LYNCH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund † | — | — | — | $34.2M | 28.8% | |
| Fidelity Puritan Fund Class K Fund Mutual fund | — | — | — | $18.8M | 15.8% | |
| Fidelity Contrafund Mutual fund | — | — | — | $11.6M | 9.8% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $7.3M | 6.2% | |
| Fidelity Select Technology Fund Mutual fund | — | — | — | $6.8M | 5.7% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $5.6M | 4.7% | |
| Invesco Diversified Dividend Fund Mutual fund | — | — | — | $4.8M | 4.1% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $4.7M | 4.0% | |
| Fidelity Government Money Market Fund Money market fund | — | — | — | $4.2M | 3.6% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $3.9M | 3.3% | |
| Fidelity Select Health Care Fund Mutual fund | — | — | — | $2.0M | 1.7% | |
| Fidelity Capital & Income Fund Mutual fund | — | — | — | $1.9M | 1.6% | |
| Fidelity Emerging Markets Index Fund Mutual fund | — | — | — | $1.5M | 1.2% | |
| Fidelity BrokerageLink Self-directed brokerage account | — | — | — | $1.3M | 1.1% | |
| BlackRock Global Allocation Fund Mutual fund | — | — | — | $1.2M | 1.1% | |
| Fidelity Select Consumer Staples Fund Mutual fund | — | — | — | $1.2M | 1.0% | |
| Fidelity Select Financial Fund Mutual fund | — | — | — | $1.1M | 1.0% | |
| Fidelity China Region Fund Mutual fund | — | — | — | $1.1M | 0.9% | |
| Invesco Senior Floating Rate R6 Fund Mutual fund | — | — | — | $1.0M | 0.9% | |
| Baron Small Cap Fund Mutual fund | — | — | — | $992K | 0.8% | |
| Fidelity Select Energy Fund Mutual fund | — | — | — | $910K | 0.8% | |
| Cohen & Steers Realty Fund Mutual fund | — | — | — | $829K | 0.7% | |
| Pimco Real Return Admin Fund Mutual fund | — | — | — | $658K | 0.6% | |
| Franklin Mutual International Value Class A Fund Mutual fund | — | — | — | $518K | 0.4% | |
| Fidelity Intermediate Treasury Bond Index Fund Mutual fund | — | — | — | $366K | 0.3% | |
| maturities through March 2029 | — | — | — | $207K | 0.2% |
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