2023 Form 5500 filing — Brandes Investment Partners, L.P. 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 20241008113218NAL0033515778001) for Brandes Investment Partners, L.P. 401(K) Plan, reported by Brandes Investment Partners, L.P. under EIN 33-0704072 and plan number 002. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008113218NAL0033515778001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brandes Investment Partners, L.P.
- EIN
- 33-0704072
- Plan number
- 002
- Location
- La Jolla, CA
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $245,286,810
- Total liabilities (EOY)
- $101
- Net assets (EOY)
- $245,286,709
- Employer contributions
- $4,399,162
- Participant contributions
- $1,952,649
- Total income / additions
- $50,731,331
- Benefits paid
- $5,894,839
- Administrative expenses
- $192,240
- Total expenses
- $6,087,079
- Net increase / (decrease)
- $44,644,252
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $82,406 | not reported in the loaded dataset |
| Northern Trust Co. | NONE | $63,162 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $46,672 | not reported in the loaded dataset |