Plan5500

Brandes Investment Partners, L.P. 401(K) Plan — Form 5500 plan (Brandes Investment Partners, L.P.)

Plain-English plan 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, Brandes Investment Partners, L.P. 401(K) Plan is a benefit plan reported by Brandes Investment Partners, L.P. under EIN 33-0704072 and plan number 002. The latest loaded filing year is 2023. The filing reports 280 participants and $245,286,810 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brandes Investment Partners, L.P.
EIN
33-0704072
Plan number
002
Plan type
2
Location
La Jolla, CA
Latest filing year
2023
Participants
280
End-of-year plan assets
$245,286,810

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023280H, C20241008113218NAL0033515778001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$245,286,810
Total liabilities (EOY)
$101
Net assets (EOY)
$245,286,709
Net assets (BOY)
$200,642,457

Income & contributions

Employer contributions
$4,399,162
Participant contributions
$1,952,649
Total contributions
$6,496,955
Total income / additions
$50,731,331

Expenses & distributions

Benefits paid
$5,894,839
Administrative expenses
$192,240
Total expenses
$6,087,079
Net increase / (decrease)
$44,644,252

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tri-Ad Actuaries, Inc.NONE$82,406not reported in the loaded dataset2023
Northern Trust Co.NONE$63,162not reported in the loaded dataset2023
Matrix Trust CompanyNONE$46,672not reported in the loaded dataset2023

Related Form 5500 pages