Original filing (PDF)20250519125741NAL0001092704001

BRANDES ASSOCIATES, INC.

Name: BRANDES ASSOCIATES, INC. — BRANDES ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: BRANDES ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

BRANDES ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.3M

Net assets (EOY)

$18.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRANDES ASSOCIATES, INC..

Plan sponsor

Name

BRANDES ASSOCIATES, INC.

EIN

77-0270497

Address

1417 CRESTLINE DRIVE · SANTA BARBARA, CA · 93015

Phone

(805) 687-7261

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

HART INTERCIVIC, INC.

HART INTERCIVIC, INC. 401 (K) PLAN

$18.4M · 171 participants

SPRY METHODS, INC.

SPRY METHODS 401(K) PLAN

$18.3M · 141 participants

CODA PROJECT, INC.

CODA PROJECT 401(K) PLAN

$18.3M · 187 participants

MARK III SYSTEMS, INC.

MARK III SYSTEMS 401K PLAN

$18.3M · 45 participants

COMMURE, INC.

COMMURE, INC. 401(K) PLAN

$18.3M · 782 participants