Plan Snapshot
- Plan Sponsor: Acs Benefit Services, LLC
- Sponsor EIN: 561472467
- Sponsor Address: 470 WEST HANES MILL ROAD, SUITE 100, WINSTON-SALEM, NC, 27105
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $6.4M
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 | 113 | $6.4M | $244,935 | $331,995 |
| 2023 | 96 | $5.9M | $217,478 | $285,926 |
| 2022 | 91 | $4.6M | $190,136 | $262,454 |
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 |
|---|---|---|---|---|
| MMA SECURITIES LLC | Investment Advisor | $14,916 | — | $14,916 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $13,149 | — | $13,149 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $5,420 | — | $5,420 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,485
- Estimated Expense Ratio: 0.523% 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 | $28,816 | $20,336 | — | — | — |
| 2023 | $23,667 | $16,697 | — | — | — |
| 2022 | $20,653 | $14,256 | $6,397 | — | — |