Plan Snapshot
- Plan Sponsor: Acr Services, LLC
- Sponsor EIN: 364641339
- Sponsor Address: 1170 CELEBRATION BLVD, SUITE 202, CELEBRATION, FL, 34747
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $2.0M
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. |
|---|---|---|---|---|
| 2023 | 177 | $2.0M | $70,461 | $406,198 |
| 2022 | 157 | $1.4M | $73,200 | $346,107 |
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 |
|---|---|---|---|---|
| BRINKER SIMPSON & COMPANY LLC | 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 |
|---|---|---|---|---|---|
| 2023 | $37,779 | $12,112 | $23,947 | — | — |
| 2022 | $28,293 | $9,912 | $18,241 | — | — |