Plan Snapshot
- Plan Sponsor: Acquis Consulting Group, LLC
- Sponsor EIN: 133990791
- Sponsor Address: 299 BROADWAY SUITE 1200, NEW YORK, NY, 10007
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $25.8M
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 | 144 | $25.8M | $711,960 | $2.2M |
| 2023 | 129 | $19.8M | $522,967 | $1.8M |
| 2022 | 96 | $15.0M | $404,834 | $1.4M |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS. CO | Recordkeeper | $53,285 | — | $53,285 |
| ALLIANCE BERNSTEIN LP | Investment Advisor | $34,991 | — | $34,991 |
| MERRILL LYNCH | Investment Advisor | $5,754 | — | $5,754 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS. CO — Recordkeeper
- MERRILL LYNCH — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,030
- Estimated Expense Ratio: 0.364% 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 | $94,030 | $40,745 | — | — | — |
| 2023 | $103,782 | $59,261 | — | — | — |
| 2022 | $93,770 | $53,505 | — | — | — |