# Alexandria Real Estate Equities, INC. DC Plan
Source: https://planprovider.pro/companies/alexandria-real-estate-equities-inc-plan-001

> Alexandria Real Estate Equities, INC.'s DC plan: 537 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/stonebridge-financial-group) — ADVISOR

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — ADVISOR

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — AUDITOR

- [GROOM LAW GRIP CHARTERED](https://planprovider.pro/provider/groom-law-group) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/alexandria-real-estate-equities-inc-plan-001)

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