Plan Snapshot
- Plan Sponsor: Alexandria Real Estate Equities, INC.
- Sponsor EIN: 954502084
- Sponsor Address: 26 NORTH EUCLID AVENUE, PASADENA, CA, 91101
- Plan Type: DC
- Total Participants: 537
- Total Assets: $207.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 537 | $207.5M | $7.8M | $9.7M |
| 2023 | 550 | $172.0M | $8.7M | $9.7M |
| 2022 | 572 | $130.2M | $8.6M | $8.9M |
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 |
|---|---|---|---|---|
| TRIAD ADVISORS LLC | ADVISOR | — | $178,173 | $178,173 |
| OSAIC WEALTH INC | ADVISOR | — | $35,386 | $35,386 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | AUDITOR | $14,000 | — | $14,000 |
| FUTUREPLAN BY ASCENSUS | NONE | $12,377 | — | $12,377 |
| FEEMETRI(K)S, LLC DBA FIDUCIARY | CONSULTANT | $7,500 | — | $7,500 |
| GROOM LAW GRIP CHARTERED | ATTORNEY | $6,270 | — | $6,270 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRIAD ADVISORS LLC — ADVISOR
- OSAIC WEALTH INC — ADVISOR
- HOLTHOUSE CARLIN & VAN TRIGT LLP — AUDITOR
- GROOM LAW GRIP CHARTERED — ATTORNEY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $253,706
- Estimated Expense Ratio: 0.122% 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 | $40,147 | — | — | $14,000 | — |
| 2023 | $47,505 | — | — | $25,000 | — |
| 2022 | $5,700 | — | — | — | — |