Plan Ledger DOL Form 5500 · updated monthly

Arrowstreet Capital L.P.401(k)

ARROWSTREET CAPITAL L.P. 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Arrowstreet Capital L.P. reported $45,511 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,548 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 1 year on file its reported administrative ratio rose from 0.00% to 0.03%. 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 308th-largest of 2,726 plans among Massachusetts employers on file, and the 686th of 4,798 in finance & insurance. In 2024, employees put in $1.30 for every $1.00 the employer contributed; active participation has grown from 393 to 478 since 2022.

Plan summary
Net assets, end of year$164,660,544
Participants with balances667
Active participants478
Employer contributions$6,476,115
Employee contributions$8,429,443
Employer contribution per active participant$13,548
Average account balance$246,867
Benefits paid to participants$6,354,407
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$164.7M · 667 accts · $6.5M emplr
2023$127.7M · 605 accts · $5.4M emplr
2022$93.9M · 544 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,511
Total administrative$45,511
The Arrowstreet Capital L.P. 401(k) match · 2024
Employer contribution per active participant$13,548
Median for plans this size$3,635
2024$13,548 per active participant
2023$12,331 per active participant
2022$11,625 per active participant

Arrowstreet Capital L.P.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$45,511

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

Administrative cost history3
2024$45,511 · 0.03%
2023$2,581 · 0.00%
2022Not separately reported
Same employer
Similar plansFinance & Insurance · Massachusetts
Nepc, LLC MA$170.6M · 0.06%
Brookline Bancorp, Inc. MA$168.7M · 0.09%
Fallon Community Health Plan MA$167.2M · 0.13%
The Baupost Group, L.L.C. MA$156.2M · 0.00%
Berkshire Partners LLC MA$122.4M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043472863 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.