Plan Snapshot
- Plan Sponsor: Arrowstreet Capital, Limited Partnership
- Sponsor EIN: 811405563
- Sponsor Address: 200 CLARENDON STREET, 30TH FLOOR, BOSTON, MA, 02116
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $5.5B
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 | $5.5B | $0 | $0 |
| 2023 | 0 | $3.3B | $0 | $0 |
| 2022 | 0 | $1.8B | $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 |
|---|---|---|---|---|
| ARROWSTREET CAPITAL, L.P. | Other Service Provider | $22,658,320 | — | $22,658,320 |
| SS&C TECHNOLOGIES, INC. | Other Service Provider | $934,379 | — | $934,379 |
| STATE STREET BANK AND TRUST COMPANY | Other Service Provider | $890,300 | — | $890,300 |
| ERNST & YOUNG LLP | Auditor | $84,545 | — | $84,545 |
| LINCOLN PARTNERS ADVISORS LLC | Other Service Provider | $15,981 | — | $15,981 |
| COMMUNITY BANK, N.A. | Other Service Provider | $13,614 | — | $13,614 |
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: $24,597,139
- Estimated Expense Ratio: 0.447% 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 | $24,612,059 | $22,658,320 | — | $27,250 | — |
| 2023 | $14,005,988 | $12,828,947 | — | $26,202 | — |
| 2022 | $10,241,943 | $9,339,500 | — | — | $47,012 |