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, Adviser Compliance Associates, LLC Dba Aca Group 401(K) Plan is a benefit plan reported by Adviser Compliance Associates, LLC Dba Aca Group under EIN 75-2987063 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,003 participants and $119,725,917 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,725,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,725,917
- Net assets (BOY)
- $63,620,473
Income & contributions
- Employer contributions
- $3,736,587
- Participant contributions
- $12,627,347
- Total contributions
- $18,427,335
- Total income / additions
- $36,844,708
Expenses & distributions
- Benefits paid
- $17,495,112
- Administrative expenses
- $101,474
- Total expenses
- $17,609,570
- Net increase / (decrease)
- $19,235,138