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: 024
- Total Participants: 0
- Total Assets: $546.0M
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 | $546.0M | $0 | $0 |
| 2024 | 0 | $473.2M | $0 | $0 |
| 2023 | 0 | $275.7M | $0 | $0 |
| 2022 | 0 | $203.5M | $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 |
|---|---|---|---|---|
| KPMG | Other Service Provider | $53,111 | — | $53,111 |
| PRICEWATERHOUSECOOPERS LLP | Other Service Provider | $11,400 | — | $11,400 |
| BNY MELLON | Other Service Provider | $6,000 | — | $6,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,511
- Estimated Expense Ratio: 0.013% 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 | $14,711 | — | $6,000 | $11,400 | — |
| 2024 | $1,040,593 | — | — | $45,416 | — |
| 2023 | $803,213 | — | — | $41,465 | — |
| 2022 | $447,899 | $87,187 | $119,094 | — | $228,991 |