Acosta, Inc. 401(K) Retirement Plan — Form 5500 plan (Acosta, 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, Acosta, Inc. 401(K) Retirement Plan is a benefit plan reported by Acosta, Inc. under EIN 84-3954764 and plan number 002. The latest loaded filing year is 2023. The filing reports 24,526 participants and $741,673,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acosta, Inc.
- EIN
- 84-3954764
- Plan number
- 002
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 24,526
- End-of-year plan assets
- $741,673,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24,526 | H, C | 20241011083855NAL0043070818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $741,673,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $741,673,225
- Net assets (BOY)
- $651,545,093
Income & contributions
- Employer contributions
- $12,164,013
- Participant contributions
- $44,870,577
- Total contributions
- $63,220,570
- Total income / additions
- $168,889,224
Expenses & distributions
- Benefits paid
- $77,006,144
- Administrative expenses
- $939,533
- Total expenses
- $78,761,092
- Net increase / (decrease)
- $90,128,132
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $575,124 | $0 | 2023 |
| Newport Group Securities, Inc. | INVESTMENT ADVISOR | $320,679 | not reported in the loaded dataset | 2023 |
| Ennis Pellum & Associates, P.A. | ACCOUNTANT/AUDITOR | $35,316 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,414 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Acosta, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Fidelity Investments Institutional — Schedule C compensation
- Newport Group Securities, Inc. — Schedule C compensation
- Ennis Pellum & Associates, P.A. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation