Plan Snapshot
- Plan Sponsor: Adviser Compliance Associates, LLC Dba Aca Group
- Sponsor EIN: 752987063
- Sponsor Address: 8401 COLESVILLE ROAD, SILVER SPRING, MD, 20910
- Plan Type: 401(k)
- Total Participants: 1,086
- Total Assets: $140.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,086 | $140.7M | $4.4M | $12.3M |
| 2023 | 1,007 | $119.7M | $3.7M | $12.6M |
| 2022 | 808 | $63.6M | $2.5M | $7.8M |
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 |
|---|---|---|---|---|
| HARPER PEARSON & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARPER PEARSON & COMPANY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $117,484 | $109,421 | — | — | — |
| 2023 | $101,474 | $95,574 | $300 | — | — |
| 2022 | $75,494 | — | — | — | — |