Plan Snapshot
- Plan Sponsor: Acuity Brands, INC.
- Sponsor EIN: 582632672
- Sponsor Address: 1170 PEACHTREE STREET, N.E., ATLANTA, GA, 303097673
- Plan Type: 401(k)
- Total Participants: 1,385
- Total Assets: $16.7M
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 | 1,385 | $16.7M | $188,852 | $819,009 |
| 2023 | 1,400 | $14.8M | $202,837 | $781,215 |
| 2022 | 1,545 | $13.1M | $228,252 | $855,956 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND | Recordkeeper | $30,403 | — | $30,403 |
| LCG ASSOCIATES | Other Service Provider | $5,036 | — | $5,036 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,439
- Estimated Expense Ratio: 0.212% 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 | $35,479 | $5,036 | — | — | — |
| 2023 | $38,233 | $4,558 | — | — | — |
| 2022 | $42,232 | — | $37,572 | — | $4,660 |