Plan Snapshot
- Plan Sponsor: Accel
- Sponsor EIN: 953497070
- Sponsor Address: 10251 NORTH 35TH AVENUE, PHOENIX, AZ, 85051
- Plan Type: DC
- Total Participants: 372
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 372 | $2.1M | $0 | $237,971 |
| 2023 | 377 | $2.0M | $4,201 | $198,027 |
| 2022 | 292 | $1.6M | $0 | $166,891 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $22,240 | — | $1,050 | — | — |
| 2023 | $19,287 | — | $908 | — | — |
| 2022 | $20,687 | — | $20,687 | — | — |