Plan Snapshot
- Plan Sponsor: Brandes Investment Partners, L.P.
- Sponsor EIN: 330704072
- Sponsor Address: 4275 EXECUTIVE SQUARE, 5TH FLOOR, LA JOLLA, CA, 92037
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $278.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 143 | $278.9M | $4.8M | $2.1M |
| 2023 | 141 | $245.3M | $4.4M | $2.0M |
| 2022 | 139 | $200.6M | $4.0M | $1.8M |
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 |
|---|---|---|---|---|
| LAVINE, LOFGREN, MORRIS & ENGELBERG | Auditor | $56,995 | — | $56,995 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,995
- Estimated Expense Ratio: 0.020% 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 | $292,982 | — | $140,089 | $56,995 | — |
| 2023 | $192,240 | — | $129,078 | — | — |
| 2022 | $233,247 | $53,249 | $79,939 | — | $16,575 |