AUMdb

Brandes Investment Partners, L.P. 401(k) Plan

Sponsored by Brandes Investment Partners, L.P. · EIN 330704072 · Plan #002

Total assets
$279M
Net assets
$279M
Active participants
143
With balances
279

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Northern Trust Co. Custodial (securities), Participant loan processing, Direct payment from the plan $95,898
Tri Ad Actuaries, Inc. Contract administrator, Recordkeeping, Participant loan processing $85,041
Matrix Trust Company Trustee (institutional) $55,048
Lavine, Lofgren, Morris & Engelberg Accounting $33,035
Jayant Ghevaria & Co Accounting $22,460