Plan5500

Acelero Learning Retirement Plan — Form 5500 plan (Acelero, 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, Acelero Learning Retirement Plan is a benefit plan reported by Acelero, Inc. under EIN 30-0077025 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,481 participants and $25,220,924 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Acelero, Inc.
EIN
30-0077025
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
1,481
End-of-year plan assets
$25,220,924

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,481H, C20241010162603NAL0040847202001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,220,924
Total liabilities (EOY)
$0
Net assets (EOY)
$25,220,924
Net assets (BOY)
$20,185,765

Income & contributions

Employer contributions
$1,335,397
Participant contributions
$2,849,386
Total contributions
$4,503,936
Total income / additions
$8,262,268

Expenses & distributions

Benefits paid
$3,012,531
Administrative expenses
$174,138
Total expenses
$3,227,109
Net increase / (decrease)
$5,035,159

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Workplace Services, LLCPLAN ADMINISTRATOR$121,311$02023
Creative Planning LLCADVISOR$40,578not reported in the loaded dataset2023
Lockton Investment AdvisorsADVISOR$12,250not reported in the loaded dataset2023

Related Form 5500 pages