Acdi/Voca 401(K) Retirement Plan — Form 5500 plan (Acdi/Voca)
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, Acdi/Voca 401(K) Retirement Plan is a benefit plan reported by Acdi/Voca under EIN 52-0811461 and plan number 004. The latest loaded filing year is 2023. The filing reports 358 participants and $39,438,586 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acdi/Voca
- EIN
- 52-0811461
- Plan number
- 004
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 358
- End-of-year plan assets
- $39,438,586
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 358 | H, C | 20241011120411NAL0010896707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,438,586
- Total liabilities (EOY)
- $816
- Net assets (EOY)
- $39,437,770
- Net assets (BOY)
- $32,166,492
Income & contributions
- Employer contributions
- $1,689,283
- Participant contributions
- $1,684,407
- Total contributions
- $3,767,679
- Total income / additions
- $9,410,088
Expenses & distributions
- Benefits paid
- $2,078,564
- Administrative expenses
- $24,941
- Total expenses
- $2,138,810
- Net increase / (decrease)
- $7,271,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | SERVICE PROVIDER | $0 | $53,225 | 2023 |
| Retirement Benefit Solutions | THIRD PARTY ADMIN | $0 | $17,102 | 2023 |
| Morningstar Investment Mngt LLC | SERVICE PROVIDER | $9,000 | not reported in the loaded dataset | 2023 |