Plan Snapshot
- Plan Sponsor: Acp Facility Services, INC.
- Sponsor EIN: 042947173
- Sponsor Address: 1 MERRILL STREET, WOBURN, MA, 01801
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 215
- Total Assets: $3.5M
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. |
|---|---|---|---|---|
| 2023 | 215 | $3.5M | $60,912 | $378,649 |
| 2022 | 419 | $2.9M | $68,417 | $401,195 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $52,981 | — | $52,981 |
| COMPASS 360, LLC | Recordkeeper | $22,237 | $1,550 | $23,787 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,768
- Estimated Expense Ratio: 2.185% 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 |
|---|---|---|---|---|---|
| 2023 | $35,786 | — | $35,786 | — | — |
| 2022 | $25,540 | — | $25,540 | — | — |