Acadia Realty Trust 401(K) Savings And Retirement Plan — Form 5500 plan (Acadia Realty Limited Partnership)
Plain-English plan 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, Acadia Realty Trust 401(K) Savings And Retirement Plan is a benefit plan reported by Acadia Realty Limited Partnership under EIN 23-2724653 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $25,281,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acadia Realty Limited Partnership
- EIN
- 23-2724653
- Plan number
- 001
- Plan type
- 2
- Location
- Rye, NY
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $25,281,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20240719135524NAL0011283776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,281,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,281,529
- Net assets (BOY)
- $21,732,024
Income & contributions
- Employer contributions
- $528,264
- Participant contributions
- $1,468,730
- Total contributions
- $2,173,346
- Total income / additions
- $5,894,824
Expenses & distributions
- Benefits paid
- $2,305,479
- Administrative expenses
- $39,840
- Total expenses
- $2,345,319
- Net increase / (decrease)
- $3,549,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cfs Investment Advisory Services | ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $17,457 | $0 | 2023 |