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Original filing (PDF)20251008120227NAL0009363504001
ARROWSTREET, INC.
Form 5500
FILING_RECEIVED
ARROWSTREET INC. 401K PROFIT SHARING
401(k) retirement plan
Active participants
59
Accounts w/ balance
118
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARROWSTREET, INC..
Plan sponsor
Name
ARROWSTREET, INC.
EIN
04-2323820
Address
10 POST OFFICE SQUARE · SUITE 700N · BOSTON, MA · 02109
Phone
(617) 623-5555
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PFK O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $38K | — |
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | NONE | $26K | — |
Investments
33 direct securities· $18.0M(99% of reported assets)
Uncategorized
$15.6M
32 holdings
Mutual Funds
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S T. Rowe Price Blue Chip Growth I Mutual Funds | Mutual Funds | — | — | $2.4M | 13.3% | |
| Fidelity Advisor Technology Z Mutual Funds | — | — | — | $1.8M | 10.0% | |
| Fidelity 500 Index Mutual Funds | — | — | — | $1.5M | 8.1% | |
| MFS Lifetime 2050 R6 Mutual Funds | — | — | — | $1.0M | 5.7% | |
| MFS Lifetime 2040 R6 Mutual Funds | — | — | — | $929K | 5.1% | |
| MFS Lifetime 2055 R6 Mutual Funds | — | — | — | $855K | 4.7% | |
| MassMutual Mid Cap Growth I Mutual Funds | — | — | — | $834K | 4.6% | |
| Putnam Dynamic Asset Allocation Bal A Mutual Funds | — | — | — | $785K | 4.3% | |
| JP Morgan US Equity R6 Mutual Funds | — | — | — | $733K | 4.0% | |
| MFS Lifetime 2045 R6 Mutual Funds | — | — | — | $681K | 3.8% | |
| Fidelity Small Cap Index Mutual Funds | — | — | — | $663K | 3.7% | |
| Columbia Dividend Income Instl 2 Mutual Funds | — | — | — | $641K | 3.5% | |
| PGIM Total Return Bond Z Mutual Funds | — | — | — | $618K | 3.4% | |
| Putnam Dynamic Asset Allocation Growth Apaeax Mutual Funds | — | — | — | $589K | 3.3% | |
| MFS Lifetime 2035 R6 Mutual Funds | — | — | — | $499K | 2.8% | |
| BlackRock High Yield Bond Portfolio K Mutual Funds | — | — | — | $477K | 2.6% | |
| MFS Lifetime 2030 R6 Mutual Funds | — | — | — | $456K | 2.5% | |
| GUARANTEED INTEREST ACCOUNT Guaranteed General Account Interest Account | — | — | — | $431K | 2.4% | |
| MFS International Intrinsic Value R6 Mutual Funds | — | — | — | $406K | 2.2% | |
| American Funds Europacific Gr R6 Mutual Funds | — | — | — | $352K | 1.9% | |
| T. Rowe Price Health Sciences I Mutual Funds | — | — | — | $247K | 1.4% | |
| Fidelity Inflation Protected Bond Index Mutual Funds | — | — | — | $231K | 1.3% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | — | $182K | 1.0% | |
| Allspring Special Mid Cap Value R6 Mutual Funds | — | — | — | $180K | 1.0% | |
| MFS Lifetime 2060 R6 Mutual Funds | — | — | — | $144K | 0.8% | |
| Calvert US Large Cap Core Rspnb Idx R6 Mutual Funds | — | — | — | $143K | 0.8% | |
| Fidelity Emerging Markets K Mutual Funds | — | — | — | $104K | 0.6% | |
| Virtus Duff & Phelps Real Estate Sec R6 Mutual Funds | — | — | — | $44K | 0.2% | |
| BlackRock Strategic Global Bond K Mutual Funds | — | — | — | $23K | 0.1% | |
| MassMutual US Government Mny Mkt Fd Mutual Funds | — | — | — | $14K | <0.1% | |
| Notes Receivable from Participants 10.00%) and maturity -0- | — | — | — | $10K | <0.1% | |
| MFS Lifetime 2065 R6 Mutual Funds | — | — | — | $7K | <0.1% | |
| MFS Lifetime 2025 R6 Mutual Funds | — | — | — | $1K | <0.1% |