Plan Snapshot
- Plan Sponsor: Arrowstreet Capital, Limited Partnership
- Sponsor EIN: 456500555
- Sponsor Address: 200 CLARENDON STREET, 30TH FLOOR, BOSTON, MA, 02116
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $21.2B
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. |
|---|---|---|---|---|
| 2024 | 0 | $21.2B | $0 | $0 |
| 2023 | 0 | $20.5B | $0 | $0 |
| 2022 | 0 | $16.7B | $0 | $0 |
| 2021 | 0 | $14.2B | $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 |
|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | Other Service Provider | $2,746,167 | — | $2,746,167 |
| STATE STREET BANK AND TRUST COMPANY | Other Service Provider | $308,256 | — | $308,256 |
| ERNST & YOUNG LLP | Auditor | $160,498 | — | $160,498 |
| J.P. MORGAN SECURITIES LLC | Recordkeeper | $23,633 | — | $23,633 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
- J.P. MORGAN SECURITIES LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,238,554
- Estimated Expense Ratio: 0.015% 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 |
|---|---|---|---|---|---|
| 2024 | $30,102,485 | — | — | $39,788 | — |
| 2023 | $4,832,458 | — | — | $30,132 | — |
| 2022 | $3,673,974 | — | — | $28,973 | — |
| 2021 | $3,785,563 | — | — | — | $256,732 |