Plan Snapshot
- Plan Sponsor: Acolad, INC.
- Sponsor EIN: 411881957
- Sponsor Address: 2365 WILLIS MILLER DRIVE, HUDSON, WI, 54016
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 176
- Total Assets: $15.2M
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. |
|---|---|---|---|---|
| 2025 | 176 | $15.2M | $0 | $0 |
| 2024 | 111 | $14.3M | $359,681 | $971,820 |
| 2023 | 93 | $12.5M | $408,116 | $980,505 |
| 2022 | 107 | $13.0M | $410,822 | $982,483 |
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 |
|---|---|---|---|---|
| MMA SECURITIES LLC | Investment Advisor | $27,626 | — | $27,626 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $24,822 | — | $24,822 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,448
- Estimated Expense Ratio: 0.346% 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 |
|---|---|---|---|---|---|
| 2025 | $2,588,300 | $32,090 | — | — | — |
| 2024 | $61,674 | $36,320 | — | — | — |
| 2023 | $59,082 | $29,500 | — | — | — |
| 2022 | $63,149 | — | $63,149 | — | — |