# Acciona Energy Usa Global LLC 401(k) Plan
Source: https://planprovider.pro/companies/acciona-energy-usa-global-llc-401k-plan

> Acciona Energy Usa Global LLC's 401(k) plan: 291 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Acciona Energy Usa Global LLC

- **Sponsor EIN:** 471654628

- **Sponsor Address:** 55 E MONROE STREET, SUITE 2900, CHICAGO, IL, 60603

- **Plan Type:** 401(k)

- **Total Participants:** 291

- **Total Assets:** $29.4M

## 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|291|$29.4M|$1.4M|$2.3M|

| 2023|266|$25.0M|$1.2M|$2.0M|

| 2022|235|$21.1M|$968,886|$1.6M|

## 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|

| EMBREE FINANCIAL GROUP|ADVISOR|$59,027|—|$59,027|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$37,994|—|$37,994|

| DUFEK & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EMBREE FINANCIAL GROUP](https://planprovider.pro/provider/embree-financial-group) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [DUFEK & COMPANY, LLC](https://planprovider.pro/provider/dufek-and-company-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $97,021

- **Estimated Expense Ratio:** 0.330% 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|$97,021|$59,027|—|—|—|

| 2023|$76,313|$49,680|—|—|—|

| 2022|$87,037|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/acciona-energy-usa-global-llc-401k-plan)

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