Plan Snapshot
- Plan Sponsor: Acosta, INC.
- Sponsor EIN: 843954764
- Sponsor Address: 6651 GATE PARKWAY, JACKSONVILLE, FL, 32256
- Plan Type: 401(k)
- Total Participants: 51,410
- Total Assets: $838.9M
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. |
|---|---|---|---|---|
| 2024 | 51,410 | $838.9M | $13.0M | $47.4M |
| 2023 | 27,227 | $741.7M | $12.2M | $44.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $461,440 | — | $461,440 |
| NEWPORT GROUP SECURITIES, INC | Investment Advisor | $144,520 | — | $144,520 |
| ENNIS PELLUM & ASSOCIATES, P.A. | Auditor | $71,485 | — | $71,485 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $48,202 | — | $48,202 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- ENNIS PELLUM & ASSOCIATES, P.A. — Auditor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $725,647
- Estimated Expense Ratio: 0.087% 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 | $725,647 | $192,722 | $3,600 | $71,485 | — |
| 2023 | $939,533 | $329,093 | $1,200 | $35,316 | — |