Plan Ledger DOL Form 5500 · updated monthly

Aqr Capital Management, LLC401(k)

AQR CAPITAL MANAGEMENT, LLC 401(K) PLAN · GREENWICH, CT · plan year 2024

Reported admin expense ratio · 2024
0.00%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Aqr Capital Management, LLC reported $2,701 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,511 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.002% to 0.002%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 110th-largest of 1,106 plans among Connecticut employers on file, and the 600th of 4,798 in finance & insurance. In 2024, employees put in $7.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$190,636,033
Participants with balances941
Active participants426
Employer contributions$1,495,814
Employee contributions$10,901,658
Employer contribution per active participant$3,511
Average account balance$202,589
Benefits paid to participants$11,356,098
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$190.6M · 941 accts · $1.5M emplr
2023$164.7M · 944 accts · $1.7M emplr
2022$137.0M · 971 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,701
Total administrative$2,701
The Aqr Capital Management, LLC 401(k) match · 2024
Employer contribution per active participant$3,511
Median for plans this size$3,635
2024$3,511 per active participant
2023$4,091 per active participant
2022$5,600 per active participant

Aqr Capital Management, LLC's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,701 · 0.00%
2023$2,820 · 0.00%
2022$3,425 · 0.00%
Same employer
Similar plansFinance & Insurance · Connecticut
Odyssey Reinsurance Company CT$309.3M · 0.03%
The Nassau Financial Group CT$228.7M · 0.10%
Tudor Investment Corporation CT$172.7M · 0.08%
Beazley USA Services, Inc. CT$160.9M · 0.05%
Conning & Company CT$160.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133987414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.