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: 021
- Total Participants: 0
- Total Assets: $69,048
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 | $69,048 | $0 | $0 |
| 2024 | 0 | $30.6M | $0 | $0 |
| 2023 | 0 | $38.2M | $0 | $0 |
| 2022 | 0 | $61.1M | $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 | $34,923 | — | $34,923 |
| KPMG | Auditor | $30,514 | — | $30,514 |
| PRICEWATERHOUSECOOPERS | Auditor | $15,519 | — | $15,519 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG — Auditor
- PRICEWATERHOUSECOOPERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,956
- Estimated Expense Ratio: 117.246% 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 | $63,376 | — | $15,637 | $16,100 | — |
| 2024 | $113,661 | — | — | $15,500 | — |
| 2023 | $97,284 | — | — | $15,000 | — |
| 2022 | $97,689 | — | $4,898 | — | $88,314 |