Plan Snapshot
- Plan Sponsor: Acorn Stairlifts, INC
- Sponsor EIN: 593670273
- Sponsor Address: 7001 LAKE ELLENOR DRIVE, ORLANDO, FL, 32809
- Plan Type: 401(k)
- Total Participants: 454
- Total Assets: $17.5M
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 | 454 | $17.5M | $680,456 | $2.0M |
| 2023 | 410 | $15.2M | $645,769 | $1.8M |
| 2022 | 440 | $12.4M | $651,456 | $1.7M |
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 |
|---|---|---|---|---|
| KELLY PARTNERS(FRP)ATTEST SERVICES | 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 | $92,908 | — | $92,908 | — | — |
| 2023 | $35,673 | — | $35,673 | — | — |
| 2022 | $37,172 | — | — | — | $37,172 |