Plan Snapshot
- Plan Sponsor: Brandes Investment Partners, L.P.
- Sponsor EIN: 367157059
- Sponsor Address: 4275 EXECUTIVE SQUARE, LA JOLLA, CA, 92037
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $551.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $551.6M | $0 | $0 |
| 2023 | 0 | $459.1M | $0 | $0 |
| 2022 | 0 | $340.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, L.P. | Other Service Provider | $2,743,128 | — | $2,743,128 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $161,859 | — | $161,859 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,904,987
- Estimated Expense Ratio: 0.527% 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 | $2,857,039 | $2,851,091 | — | — | — |
| 2023 | $2,186,525 | $2,186,033 | — | — | — |
| 2022 | $1,948,503 | $1,907,375 | — | — | — |