Act, Inc. Defined Contribution Retirement Plan — Form 5500 plan (Act, Inc.)
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, Act, Inc. Defined Contribution Retirement Plan is a benefit plan reported by Act, Inc. under EIN 42-0841485 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,134 participants and $425,690,125 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Act, Inc.
- EIN
- 42-0841485
- Plan number
- 003
- Plan type
- 2
- Location
- Iowa City, IA
- Latest filing year
- 2023
- Participants
- 3,134
- End-of-year plan assets
- $425,690,125
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,134 | H, C | 20240927155734NAL0001411811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $425,690,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $425,690,125
- Net assets (BOY)
- $387,931,026
Income & contributions
- Employer contributions
- $4,262,111
- Participant contributions
- $5,797,152
- Total contributions
- $10,481,888
- Total income / additions
- $67,269,721
Expenses & distributions
- Benefits paid
- $29,193,855
- Administrative expenses
- $316,767
- Total expenses
- $29,510,622
- Net increase / (decrease)
- $37,759,099
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $164,662 | $0 | 2023 |
| Capfinancial Partners LLC | NONE | $99,345 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | NONE | $33,600 | not reported in the loaded dataset | 2023 |
| The Lampo Group, LLC | NONE | $18,932 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $168 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Act, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Iowa City, IA
- Tiaa — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- The Lampo Group, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation