# Brandes Investment Partners, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/brandes-investment-partners-l-p-401k-plan

> Brandes Investment Partners, L.P.'s 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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