# Ayres Management L.P. 401(k) Plan
Source: https://planprovider.pro/companies/ayres-management-l-p-401k-plan

> Ayres Management L.P.'s 401(k) plan: 780 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ayres Management L.P.

- **Sponsor EIN:** 861051836

- **Sponsor Address:** 355 BRISTOL ST., COSTA MESA, CA, 92626

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

- **Total Participants:** 780

- **Total Assets:** $22.9M

## 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|780|$22.9M|$491,865|$1.4M|

## 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|

| LPL FINANCIAL LLC|NONE|—|$52,450|$52,450|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$8,514|$42,798|$51,312|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $103,762

- **Estimated Expense Ratio:** 0.454% 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|$4,864|—|$4,864|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ayres-management-l-p-401k-plan)

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