2023 Form 5500 filing — Adviser Compliance Associates, LLC Dba Aca Group 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015112218NAL0029387025001) for Adviser Compliance Associates, LLC Dba Aca Group 401(K) Plan, reported by Adviser Compliance Associates, LLC Dba Aca Group under EIN 75-2987063 and plan number 001. It reports 1,003 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112218NAL0029387025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adviser Compliance Associates, LLC Dba Aca Group
- EIN
- 75-2987063
- Plan number
- 001
- Location
- Silver Spring, MD
- Participants
- 1,003
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $119,725,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,725,917
- Employer contributions
- $3,736,587
- Participant contributions
- $12,627,347
- Total income / additions
- $36,844,708
- Benefits paid
- $17,495,112
- Administrative expenses
- $101,474
- Total expenses
- $17,609,570
- Net increase / (decrease)
- $19,235,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | ADVISOR | $95,574 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,900 | $0 |