Plan Snapshot
- Plan Sponsor: Acieta LLC
- Sponsor EIN: 465034509
- Sponsor Address: N25 W23790 COMMERCE CIRCLE, SUITE F, WAUKESHA, WI, 53188
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 103 | $18.1M | $415,895 | $1.1M |
| 2023 | 106 | $16.9M | $399,259 | $1.1M |
| 2022 | 104 | $13.8M | $363,814 | $1.0M |
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 | Recordkeeper | $14,037 | — | $14,037 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $13,512 | — | $13,512 |
| PEAK RETIREMENT GROUP DBA TG | Other Service Provider | $10,487 | — | $10,487 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,036
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 |
|---|---|---|---|---|---|
| 2025 | $1,999,916 | — | $20,665 | — | — |
| 2024 | $37,536 | — | $37,536 | — | — |
| 2023 | $32,262 | — | $32,262 | — | — |
| 2022 | $28,442 | — | $28,442 | — | — |