Acadian Acwi Ex Us Small-Cap Fund, LLC — 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 Acwi Ex Us Small-Cap Fund, LLC is a benefit plan reported by Acadian Asset Management LLC under EIN 04-2929221 and plan number 023. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $439,279,211 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Acadian Asset Management LLC
EIN
04-2929221
Plan number
023
Plan type
4
Location
Boston, MA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$439,279,211

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240927085652NAL0003249536001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$439,279,211
Total liabilities (EOY)
$4,084,553
Net assets (EOY)
$435,194,658
Net assets (BOY)
$351,769,673

Income & contributions

Total contributions
$0
Total income / additions
$58,408,297

Expenses & distributions

Benefits paid
$0
Administrative expenses
$529,453
Total expenses
$529,453
Net increase / (decrease)
$57,878,844

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bny MellonNONE$491,594not reported in the loaded dataset2023
KpmgNONE$37,404not reported in the loaded dataset2023
PricewaterhousecoopersNONE$17,100not reported in the loaded dataset2023
Ernst & YoungNONE$6,316not reported in the loaded dataset2023

Related Form 5500 pages