401k Record

Employers › Acelero

Acelero 401(k)

Recordkeeping fees per participant · Acelero, Inc. 401(k) Plan · plan year 2024

$97.40

Higher than 56% of the 14,075 plans $10 to 50M that report it.

Source

= $105,773 / 1,086
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002124630NAL0000473505001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002124630NAL0000473505001, received 2025-10-02

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-02.

Cost and contributions

Administrative expenses excluding investment management, per participant

$106.92

10th: $15.36median $118.8890th: $340.63

Higher than 45% of the 24,371 plans $10 to 50M that report it.

Source

= $116,112 / 1,086
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002124630NAL0000473505001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002124630NAL0000473505001, received 2025-10-02

Administrative expenses per participant

$165.62

10th: $26.86median $197.2590th: $456.10

Higher than 42% of the 25,098 plans $10 to 50M that report it.

Source

= $179,860 / 1,086
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002124630NAL0000473505001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002124630NAL0000473505001, received 2025-10-02

Administrative expenses as a share of assets

0.578%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 88% of the 25,132 plans $10 to 50M that report it.

Source

= $179,860 / $31,135,759
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002124630NAL0000473505001, received 2025-10-02
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002124630NAL0000473505001, received 2025-10-02

Employer contributions per participant

$1,477

10th: $664median $2,07490th: $4,751

Higher than 32% of the 24,050 plans $10 to 50M that report it.

Source

= $1,604,225 / 1,086
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002124630NAL0000473505001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002124630NAL0000473505001, received 2025-10-02

Employer share of total contributions

33.1%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 69% of the 24,084 plans $10 to 50M that report it.

Source

= $1,604,225 / $4,851,073
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002124630NAL0000473505001, received 2025-10-02
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002124630NAL0000473505001, received 2025-10-02

Plan terms, as stated in Acelero, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2E profit-sharing · 3D IRS pre-approved plan · 2K 401(m) arrangement · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251002124630NAL0000473505001, received 2025-10-02

Full record, Acelero, Inc. 401(k) Plan

FieldValueSource
Plan sponsorACELERO, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251002124630NAL0000473505001, received 2025-10-02
Plan nameACELERO, INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251002124630NAL0000473505001, received 2025-10-02
Sponsor EIN / plan number30-0077025 / 002Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251002124630NAL0000473505001, received 2025-10-02
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251002124630NAL0000473505001, received 2025-10-02
Sponsor locationNEW YORK, NYForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251002124630NAL0000473505001, received 2025-10-02
Industry (business code)611000, Educational servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251002124630NAL0000473505001, received 2025-10-02
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251002124630NAL0000473505001, received 2025-10-02
Filing received2025-10-02Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251002124630NAL0000473505001, received 2025-10-02
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251002124630NAL0000473505001, received 2025-10-02
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251002124630NAL0000473505001, received 2025-10-02
Participants, beginning of year1,594Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251002124630NAL0000473505001, received 2025-10-02
Active participants1,721Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251002124630NAL0000473505001, received 2025-10-02
Participants, end of year1,961Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251002124630NAL0000473505001, received 2025-10-02
Participants with an account balance1,086Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002124630NAL0000473505001, received 2025-10-02
Total assets, beginning of year$25,220,924Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251002124630NAL0000473505001, received 2025-10-02
Total assets, end of year$31,135,759Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002124630NAL0000473505001, received 2025-10-02
Net assets, end of year$31,135,759Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251002124630NAL0000473505001, received 2025-10-02
Total income$8,203,490Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251002124630NAL0000473505001, received 2025-10-02
Net income$5,914,835Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251002124630NAL0000473505001, received 2025-10-02
Employer contributions$1,604,225Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002124630NAL0000473505001, received 2025-10-02
Participant contributions$3,206,238Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251002124630NAL0000473505001, received 2025-10-02
Other contributions (incl. rollovers)$40,610Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251002124630NAL0000473505001, received 2025-10-02
Total contributions$4,851,073Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002124630NAL0000473505001, received 2025-10-02
Benefit payments$2,064,068Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251002124630NAL0000473505001, received 2025-10-02
Total expenses (incl. benefit payments)$2,288,655Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251002124630NAL0000473505001, received 2025-10-02
Total administrative expenses$179,860Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002124630NAL0000473505001, received 2025-10-02
Contract administrator fees$10,339Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251002124630NAL0000473505001, received 2025-10-02
Recordkeeping fees$105,773Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002124630NAL0000473505001, received 2025-10-02
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251002124630NAL0000473505001, received 2025-10-02
Investment advisory and management fees$63,748Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251002124630NAL0000473505001, received 2025-10-02
Administrative expenses excluding investment management$116,112derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002124630NAL0000473505001, received 2025-10-02
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251002124630NAL0000473505001, received 2025-10-02
Held in common/collective trusts$273,427Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251002124630NAL0000473505001, received 2025-10-02
Held in mutual funds$30,020,525Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251002124630NAL0000473505001, received 2025-10-02
Independent auditorGRANT THORNTON LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251002124630NAL0000473505001, received 2025-10-02

Position = column in the DOL layout for form year 2024. Filing 20251002124630NAL0000473505001, received 2025-10-02.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY WORKPLACE SERVICES, LLCrecordkeeperPLAN ADMINISTRATOR 14 Plan administrator; 24 Trustee (discretionary); 28 Investment management; 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees $116,112yes
CREATIVE PLANNING LLCADVISOR 27 Investment advisory (plan) $46,944no
ONEDIGITAL INVESTMENT ADVISORS LLCADVISOR 27 Investment advisory (plan) $16,804no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251002124630NAL0000473505001, received 2025-10-02.

What changed since the 2023 plan year

Figure20232024Change
Total assets$25,220,924$31,135,75923.5%
Participants with a balance1,0361,0864.8%
Administrative expenses$174,138$179,8603.3%
Recordkeeping fees per participant$106.82$97.40-8.8%
Employer contributions$1,335,397$1,604,22520.1%

Prior filing 20241010162603NAL0040847202001, received 2024-10-10; the plan years are contiguous.

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Sponsor name as filed: ACELERO, INC.; SEC registrant: ACELERO INC (CIK 1350991, matched by EIN).