Aqr Capital Management, LLC 401(K) Plan — Form 5500 plan (Aqr Capital 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, Aqr Capital Management, LLC 401(K) Plan is a benefit plan reported by Aqr Capital Management, LLC under EIN 13-3987414 and plan number 001. The latest loaded filing year is 2023. The filing reports 977 participants and $164,679,285 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aqr Capital Management, LLC
EIN
13-3987414
Plan number
001
Plan type
2
Location
Greenwich, CT
Latest filing year
2023
Participants
977
End-of-year plan assets
$164,679,285

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023977H, C20240926124522NAL0001236160001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$164,679,285
Total liabilities (EOY)
$0
Net assets (EOY)
$164,679,285
Net assets (BOY)
$136,967,937

Income & contributions

Employer contributions
$1,656,760
Participant contributions
$10,664,676
Total contributions
$13,182,635
Total income / additions
$36,846,297

Expenses & distributions

Benefits paid
$9,132,129
Administrative expenses
$2,820
Total expenses
$9,134,949
Net increase / (decrease)
$27,711,348

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$6,701$02023

Related Form 5500 pages