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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $1,796,379 | — | $1,796,379 |
| FRINGE BENEFITS, INC | Recordkeeper | — | $516,450 | $516,450 |
| GROOM LAW GROUP, CHARTERED | ERISA Attorney | — | $84,273 | $84,273 |
| FORVIS, LLP | Auditor | — | $75,350 | $75,350 |
| HR INVESTMENT CONSULTANTS INC | Other Service Provider | — | $43,087 | $43,087 |
| ARTHUR J. GALLAGHER RISK MANG. | Investment Advisor | — | $36,461 | $36,461 |
| MOORE COLSON | Other Service Provider | — | $11,388 | $11,388 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROOM LAW GROUP, CHARTERED — ERISA Attorney
- FORVIS, LLP — Auditor
- ARTHUR J. GALLAGHER RISK MANG. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,563,388
- Estimated Expense Ratio: 0.551% of plan assets
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 | — | — |