Plan Snapshot
- Plan Sponsor: Acco Brands Corporation
- Sponsor EIN: 362704017
- Sponsor Address: FOUR CORPORATE DRIVE, LAKE ZURICH, IL, 60047
- Plan Type: 401(k)
- Total Participants: 1,218
- Total Assets: $381.5M
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 | 1,218 | $381.5M | $6.8M | $10.4M |
| 2023 | 1,568 | $354.2M | $6.9M | $10.5M |
| 2022 | 1,762 | $315.9M | $7.6M | $11.3M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $250,665 | — | $300 | — | — |
| 2023 | $325,228 | — | $300 | $34,850 | — |
| 2022 | $382,462 | — | — | — | — |