Plan Snapshot
- Plan Sponsor: Acce Benefit Trust
- Sponsor EIN: 546487038
- Sponsor Address: 277 S. WASHINGTON ST STE 210, ALEXANDRIA, VA, 223146400
- Plan Type: 401(k)
- Total Participants: 3,470
- Total Assets: $464.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,470 | $464.8M | $15.7M | $22.0M |
| 2023 | 3,283 | $422.8M | $14.1M | $20.2M |
| 2022 | 3,015 | $365.2M | $13.2M | $18.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,796,682 | — | $1,796,682 | — | — |
| 2023 | $1,614,004 | — | $1,614,004 | — | — |
| 2022 | $1,586,295 | — | $1,586,295 | — | — |