Plan Snapshot
- Plan Sponsor: Accelerate360 Distribution, LLC
- Sponsor EIN: 843293568
- Sponsor Address: 1962 WEST HIGHWAY 160 SUITE 102, FORTMILL, SC, 297088059
- Plan Type: 401(k)
- Total Participants: 1,251
- Total Assets: $75.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,251 | $75.9M | $0 | $3.0M |
| 2023 | 1,649 | $74.6M | $0 | $3.1M |
| 2022 | 1,712 | $72.2M | $0 | $3.1M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | $20,475 | — | $20,475 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,475
- Estimated Expense Ratio: 0.027% 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 | $146,692 | — | $126,217 | $20,475 | — |
| 2023 | $166,906 | — | $139,712 | $27,194 | — |
| 2022 | $111,233 | — | $111,233 | — | — |