Plan Snapshot
- Plan Sponsor: Aristotle Capital Management, LLC
- Sponsor EIN: 954833644
- Sponsor Address: 11100 SANTA MONICA BOULEVARD,, LOS ANGELES, CA, 90025
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $66.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 233 | $66.3M | $3.0M | $4.4M |
| 2023 | 228 | $53.8M | $1.6M | $3.5M |
| 2022 | 173 | $38.4M | $1.3M | $2.8M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | $19,845 | — | $19,845 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,845
- Estimated Expense Ratio: 0.030% 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 | $106,333 | $59,223 | — | $19,845 | — |
| 2023 | $113,572 | — | — | $18,900 | — |
| 2022 | $122,187 | — | — | — | — |