Plan Snapshot
- Plan Sponsor: Acrisure, LLC
- Sponsor EIN: 263554645
- Sponsor Address: 100 OTTAWA AVENUE, SW, GRAND RAPIDS, MI, 49503
- Plan Type: 401(k)
- Total Participants: 12,249
- Total Assets: $1.1B
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 | 12,249 | $1.1B | $28.8M | $79.8M |
| 2023 | 12,412 | $856.4M | $24.1M | $65.0M |
| 2022 | 10,689 | $607.4M | $19.0M | $50.8M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | $16,330 | — | $16,330 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,330
- Estimated Expense Ratio: 0.001% 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 | $543,837 | $64,543 | $403,385 | $16,330 | — |
| 2023 | $484,345 | $64,806 | $359,720 | — | — |
| 2022 | $668,803 | $58,155 | $582,678 | — | $27,970 |