# Aew Capital Management 401(k) Plan
Source: https://planprovider.pro/companies/aew-capital-management-203166994-001

> Aew Capital Management's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aew Capital Management

- **Sponsor EIN:** 203166994

- **Sponsor Address:** 2 SEAPORT LANE, BOSTON, MA, 02210

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $443.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|0|$443.1M|$0|$0|

| 2023|0|$534.8M|$0|$0|

| 2022|0|$553.6M|$0|$0|

## 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|

| AEW CAPITAL MANAGEMENT LP|Other Service Provider|$2,891,607|—|$2,891,607|

| STATE STREET BANK AND TRUST COMPANY|Custodian / Trustee|$463,486|—|$463,486|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$97,600|—|$97,600|

| KPMG LLP|Auditor|$42,000|—|$42,000|

| DECHERT LLP|ERISA Attorney|$30,708|—|$30,708|

### Verified Provider Profiles

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

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

- [DECHERT LLP](https://planprovider.pro/provider/dechert-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,525,401

- **Estimated Expense Ratio:** 0.796% 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|$3,521,246|$2,891,607|—|$97,600|—|

| 2023|$3,367,260|$2,768,978|—|$22,500|—|

| 2022|$4,110,629|$3,355,599|—|—|$173,381|

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