# Acdi/Voca 401(k) Plan
Source: https://planprovider.pro/companies/acdi-voca-plan-004

> Acdi/Voca&#39;s 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Acdi/Voca

- **Sponsor EIN:** 520811461

- **Sponsor Address:** 50 F STREET, NW SUITE 1075, WASHINGTON, DC, 200011532

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

- **Total Participants:** 178

- **Total Assets:** $46.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|178|$46.0M|$2.0M|$1.9M|

| 2023|179|$39.4M|$1.7M|$1.7M|

| 2022|154|$32.2M|$1.5M|$1.4M|

## 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|

| GLOBAL RETIREMENT PARTNERS|SERVICE PROVIDER|—|$58,076|$58,076|

| RETIREMENT BENEFIT SOLUTIONS|THIRD PARTY ADMIN|—|$20,166|$20,166|

| MORNINGSTAR INVESTMENT MNGT LLC|SERVICE PROVIDER|$12,790|—|$12,790|

| APRIO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — SERVICE PROVIDER

- [APRIO, LLP](https://planprovider.pro/provider/aprio-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $91,032

- **Estimated Expense Ratio:** 0.198% 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|$27,482|—|$27,482|—|—|

| 2023|$24,941|—|$24,941|—|—|

| 2022|$21,137|—|$21,137|—|—|

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