Plan Snapshot
- Plan Sponsor: Arrowstreet Capital, Limited Partnership
- Sponsor EIN: 830797539
- Sponsor Address: 200 CLARENDON, 30TH FLOOR, BOSTON, MA, 02116
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $3.0B
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 | $3.0B | $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 | $1,784,343 | — | $1,784,343 |
| SS&C TECHNOLOGIES, INC. | Other Service Provider | $311,728 | — | $311,728 |
| ERNST & YOUNG LLP | Auditor | $76,914 | — | $76,914 |
| STATE STREET BANK AND TRUST COMPANY | Other Service Provider | $32,610 | — | $32,610 |
| STATE STREET BANK INTERNATIONAL GMB | Other Service Provider | $15,242 | — | $15,242 |
| COMMUNITY BANK, N.A. | Other Service Provider | $13,684 | — | $13,684 |
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: $2,234,521
- Estimated Expense Ratio: 0.075% 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 | $2,236,939 | $1,784,343 | — | $27,250 | — |