2023 Form 5500 filing — Aristotle Capital Management, LLC 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001142951NAL0003375635001) for Aristotle Capital Management, LLC 401(K) Plan, reported by Aristotle Capital Management, LLC under EIN 95-4833644 and plan number 003. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$53.8MReported net assets$53,809,527

Participants202

Provider compensation$48.7K2 Schedule C row(s)$48,704

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241001142951NAL0003375635001
Plan sponsor: Aristotle Capital Management, LLC
EIN: 95-4833644
Plan number: 003
Location: Los Angeles, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$53.8M total assets

Net assets$53.8MLiabilities$0

Money in vs. money out

Total income / additions$16.8M

Total expenses$1.4M

Benefits paid / distributions$1.3M

Contributions

Employer$1.6M

Participant$3.5M

Full reported line items

Total assets (EOY): $53,809,527
Total liabilities (EOY): $0
Net assets (EOY): $53,809,527
Employer contributions: $1,597,576
Participant contributions: $3,509,310
Total income / additions: $16,779,750
Benefits paid: $1,277,098
Administrative expenses: $113,572
Total expenses: $1,391,323
Net increase / (decrease): $15,388,427

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Investments Institutional$29.8K
RECORDKEEPER · Direct $29.8K · Indirect $0
2
Eisneramper Llp$18.9K
ACCOUNTANT/AUDITOR · Direct $18.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001142951NAL0003375635001 cover?: It is the 2023 Form 5500 filing for Aristotle Capital Management, LLC 401(K) Plan, reported by Aristotle Capital Management, LLC (EIN 95-4833644).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).