2023 Form 5500 filing — Acelero Learning Retirement 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 20241010162603NAL0040847202001) for Acelero Learning Retirement Plan, reported by Acelero, Inc. under EIN 30-0077025 and plan number 002. It reports 1,481 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010162603NAL0040847202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Acelero, Inc.
- EIN
- 30-0077025
- Plan number
- 002
- Location
- New York, NY
- Participants
- 1,481
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,220,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,220,924
- Employer contributions
- $1,335,397
- Participant contributions
- $2,849,386
- Total income / additions
- $8,262,268
- Benefits paid
- $3,012,531
- Administrative expenses
- $174,138
- Total expenses
- $3,227,109
- Net increase / (decrease)
- $5,035,159
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $121,311 | $0 |
| Creative Planning LLC | ADVISOR | $40,578 | not reported in the loaded dataset |
| Lockton Investment Advisors | ADVISOR | $12,250 | not reported in the loaded dataset |