Plan Snapshot
- Plan Sponsor: Arrowstreet Capital L.P.
- Sponsor EIN: 043472863
- Sponsor Address: 200 CLARENDON ST. 30TH FLOOR, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 478
- Total Assets: $164.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 478 | $164.7M | $6.5M | $8.4M |
| 2023 | 435 | $127.7M | $5.4M | $7.8M |
| 2022 | 393 | $93.9M | $4.6M | $5.9M |
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 |
|---|---|---|---|---|
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2024 | $45,511 | — | — | — | — |
| 2023 | $2,581 | — | — | — | — |
| 2022 | -$7,902 | — | — | — | — |