Plan Snapshot
- Plan Sponsor: Acrt Services, INC.
- Sponsor EIN: 823477877
- Sponsor Address: 4500 COURTHOUSE BLVD., SUITE 150, STOW, OH, 442246835
- Plan Type: 401(k)
- Total Participants: 1,142
- Total Assets: $35.3M
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. |
|---|---|---|---|---|
| 2024 | 1,142 | $35.3M | $488,720 | $4.1M |
| 2023 | 1,266 | $31.9M | $587,828 | $5.1M |
| 2022 | 1,030 | $21.7M | $260,507 | $1.3M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | Other Service Provider | $77,517 | — | $77,517 |
| CAPFINANCIAL PARTNERS LLC | Other Service Provider | $67,013 | — | $67,013 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,530
- Estimated Expense Ratio: 0.410% 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 | $144,519 | $67,013 | — | — | — |
| 2023 | $115,257 | $60,875 | — | — | — |
| 2022 | $55,625 | — | $55,625 | — | — |