Plan Snapshot
- Plan Sponsor: Aceable, INC.
- Sponsor EIN: 455315061
- Sponsor Address: 610 W 5TH STREET SUITE 603, AUSTIN, TX, 78701
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 161 | $7.9M | $266,935 | $1.2M |
| 2023 | 167 | $5.9M | $256,541 | $1.1M |
| 2022 | 167 | $4.1M | $327,740 | $1.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $44,375 | — | $44,375 |
| MORGAN STANLEY | Investment Advisor | $24,078 | — | $24,078 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $6,420 | — | $6,420 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,873
- Estimated Expense Ratio: 0.943% 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 | $74,873 | $30,498 | — | — | — |
| 2023 | $50,245 | $19,859 | — | — | — |
| 2022 | $46,099 | $19,815 | $26,284 | — | — |