Acuity International Retirement Plan — Form 5500 plan (Acuity International, LLC)
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, Acuity International Retirement Plan is a benefit plan reported by Acuity International, LLC under EIN 83-0706649 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,631 participants and $108,814,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acuity International, LLC
- EIN
- 83-0706649
- Plan number
- 001
- Plan type
- 2
- Location
- Reston, VA
- Latest filing year
- 2023
- Participants
- 1,631
- End-of-year plan assets
- $108,814,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,631 | H, C | 20250728103524NAL0001879761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,814,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,814,179
- Net assets (BOY)
- $63,080,574
Income & contributions
- Employer contributions
- $1,883,303
- Participant contributions
- $7,656,527
- Total contributions
- $9,779,912
- Total income / additions
- $21,878,777
Expenses & distributions
- Benefits paid
- $12,423,217
- Administrative expenses
- $211,127
- Total expenses
- $12,639,383
- Net increase / (decrease)
- $9,239,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $107,601 | $0 | 2023 |
| Continuum Advisory LLC | ADVISOR | $96,026 | not reported in the loaded dataset | 2023 |
| Millennium Investment & Retirement | INVESTMENT ADVISOR | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Acuity International, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Reston, VA
- Fidelity Investments Institutional — Schedule C compensation
- Continuum Advisory LLC — Schedule C compensation
- Millennium Investment & Retirement — Schedule C compensation