Plan Snapshot
- Plan Sponsor: Acuity, INC.
- Sponsor EIN: 331009009
- Sponsor Address: 11710 PLAZA AMERICA DRIVE STE 700, RESTON, VA, 20190
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 347
- Total Assets: $49.4M
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. |
|---|---|---|---|---|
| 2025 | 347 | $49.4M | $0 | $0 |
| 2024 | 293 | $54.0M | $1.8M | $4.7M |
| 2023 | 341 | $44.1M | $1.8M | $4.3M |
| 2022 | 321 | $32.6M | $1.5M | $3.8M |
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 |
|---|---|---|---|---|
| THE ASCENT GROUP LLC | Investment Advisor | $88,334 | — | $88,334 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $78,978 | — | $78,978 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,312
- Estimated Expense Ratio: 0.339% 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 |
|---|---|---|---|---|---|
| 2025 | $17,329,277 | $88,334 | — | — | — |
| 2024 | $160,110 | $92,188 | — | — | — |
| 2023 | $126,545 | $76,539 | — | — | — |
| 2022 | $135,833 | $79,556 | $56,277 | — | — |