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: 017
- Total Participants: 0
- Total Assets: $764.8M
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 | $764.8M | $0 | $0 |
| 2024 | 0 | $314.3M | $0 | $0 |
| 2023 | 0 | $335.8M | $0 | $0 |
| 2022 | 0 | $301.5M | $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 | $155,610 | — | $155,610 |
| PRICEWATERHOUSECOOPERS LLP | Other Service Provider | $24,500 | — | $24,500 |
| KPMG | Other Service Provider | $18,462 | — | $18,462 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $198,572
- Estimated Expense Ratio: 0.026% 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 | $395,884 | — | $220,377 | $24,500 | — |
| 2024 | $313,062 | — | — | $23,600 | — |
| 2023 | $352,630 | — | — | $22,900 | — |
| 2022 | $248,979 | — | $68,431 | — | $180,548 |