# Aea Investors LP 401(k) Plan
Source: https://planprovider.pro/companies/aea-investors-lp-401k-plan

> Aea Investors LP's 401(k) plan: 184 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aea Investors LP

- **Sponsor EIN:** 593761840

- **Sponsor Address:** 520 MADISON AVENUE 40TH FL, NEW YORK, NY, 10022

- **Plan Type:** 401(k)

- **Total Participants:** 184

- **Total Assets:** $94.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|184|$94.6M|$2.9M|$3.8M|

| 2023|176|$83.7M|$2.8M|$3.4M|

| 2022|162|$68.2M|$2.5M|$2.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ALLIANCEBERNSTEIN LP|INVESTMENT ADVISOR|$130,468|—|$130,468|

| EMPOWER LIFE & ANNUITY INSURANCE|RECORDKEEPER|$32,960|—|$32,960|

| ERNST & YOUNG|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ERNST & YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $163,428

- **Estimated Expense Ratio:** 0.173% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$163,428|$130,468|—|—|—|

| 2023|$132,713|$107,024|—|—|—|

| 2022|$50,051|—|$33,758|—|$16,293|

## Similar Plans

- [Samuel A. Ramirez & Co., INC.](https://planprovider.pro/companies/samuel-a-ramirez-co-inc-401k-plan) — 176 participants

- [Needham & Company, LLC](https://planprovider.pro/companies/needham-company-llc-401k-plan) — 172 participants

- [Allen Operations LLC](https://planprovider.pro/companies/allen-operations-llc-401k-plan) — 202 participants

- [Bnp Paribas](https://planprovider.pro/companies/bnp-paribas-plan) — 162 participants

- [Lloyds Bank Corporate Markets PLC](https://planprovider.pro/companies/lloyds-bank-corporate-markets-plc-401k-plan) — 210 participants

- [Macquarie Management Holdings, INC.](https://planprovider.pro/companies/macquarie-management-holdings-inc-plan) — 154 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/aea-investors-lp-401k-plan)

© 2026 PlanProvider.Pro