# Jennison Associates LLC 401(k) Plan
Source: https://planprovider.pro/companies/jennison-associates-llc-401k-plan

> Jennison Associates LLC's 401(k) plan: 416 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jennison Associates LLC

- **Sponsor EIN:** 522069785

- **Sponsor Address:** 55 EAST 52ND STREET 25TH FLOOR, NEW YORK, NY, 10055

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

- **Total Participants:** 416

- **Total Assets:** $485.9M

## 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|416|$485.9M|$11.4M|$5.5M|

| 2023|407|$437.2M|$8.1M|$5.2M|

| 2022|403|$358.8M|$8.9M|$4.5M|

## 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|

| MORGAN STANLEY|INVESTMENT ADVISOR|$80,000|—|$80,000|

| MESIROW FINANCIAL INVESTMENT MANAGE|OTHER|$30,000|—|$30,000|

| MITCHELL & TITUS LLP|OTHER|$30,000|—|$30,000|

| MITCHELL TITUS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [MITCHELL & TITUS LLP](https://planprovider.pro/provider/mitchell-and-titus-llp) — OTHER

- [MITCHELL TITUS](https://planprovider.pro/provider/mitchell-and-titus-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $140,000

- **Estimated Expense Ratio:** 0.029% 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|$182,931|$80,000|—|—|—|

| 2023|$152,675|$110,000|—|$42,000|—|

| 2022|$152,200|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jennison-associates-llc-401k-plan)

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