Acadian Non-Us Focused Alpha Equity Fund — Form 5500 plan (Acadian Asset Management LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Acadian Non-Us Focused Alpha Equity Fund is a benefit plan reported by Acadian Asset Management LLC under EIN 04-2929221 and plan number 009. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $22,554,733 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$22.5MPlan net assets, end of year$22,496,636
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$90.8K4 Schedule C provider row(s)$90,809
Plan sponsor
Acadian Asset Management LLC
EIN
04-2929221
Plan number
009
Plan type
4
Location
Boston, MA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    Participants not reported · 4Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$22.6M total assets
Net assets$22.5MLiabilities$58.1K
Money in vs. money out
Total income / additions$3.3M
Total expenses$90.2K
Benefits paid / distributions$0
Full reported line items

Net assets

Total assets (EOY)
$22,554,733
Total liabilities (EOY)
$58,097
Net assets (EOY)
$22,496,636
Net assets (BOY)
$21,420,914

Income & contributions

Total contributions
$0
Total income / additions
$3,268,807

Expenses & distributions

Benefits paid
$0
Administrative expenses
$90,222
Total expenses
$90,222
Net increase / (decrease)
$3,178,585
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $42.8K
  2. 2
    NONE · Direct $23.2K
  3. 3
    Kpmg$18.5K
    NONE · Direct $18.5K
  4. 4
    NONE · Direct $6.3K

Related Form 5500 pages