Plan Snapshot
- Plan Sponsor: Acadian Asset Management LLC
- Sponsor EIN: 042929221
- Sponsor Address: 260 FRANKLIN STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $3.6B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $3.6B | $0 | $0 |
| 2024 | 0 | $2.6B | $0 | $0 |
| 2023 | 0 | $2.3B | $0 | $0 |
| 2022 | 0 | $2.1B | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BNY MELLON | Other Service Provider | $1,225,662 | — | $1,225,662 |
| KPMG | Other Service Provider | $76,441 | — | $76,441 |
| PRICEWATERHOUSECOOPERS LLP | Other Service Provider | $60,797 | — | $60,797 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,362,900
- Estimated Expense Ratio: 0.038% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $2,463,884 | — | $1,448,853 | $39,200 | — |
| 2024 | $2,219,739 | — | — | $37,700 | — |
| 2023 | $2,008,125 | — | — | $36,600 | — |
| 2022 | $1,922,470 | — | $558,257 | — | $1,349,830 |