# Aristotle Capital Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/aristotle-capital-management-llc-401k-plan

> Aristotle Capital Management, LLC's 401(k) plan: 233 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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