Employers › Acuity › plan 070
Recordkeeping fees per participant · Holophane Division of Acuity Brands Lighting 401(k) Plan for Hourly Employees Covered by a Collective Bargaining Agreement · plan year 2024
$62.28
Higher than 41% of the 14,075 plans $10 to 50M that report it.
= $6,353 / 102
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015155026NAL0002695587001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015155026NAL0002695587001, received 2025-10-15
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 2025-10-15.
Administrative expenses excluding investment management, per participant
$62.28
Higher than 30% of the 24,371 plans $10 to 50M that report it.
= $6,353 / 102
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015155026NAL0002695587001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015155026NAL0002695587001, received 2025-10-15
Administrative expenses per participant
$98.26
Higher than 26% of the 25,098 plans $10 to 50M that report it.
= $10,023 / 102
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015155026NAL0002695587001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015155026NAL0002695587001, received 2025-10-15
Administrative expenses as a share of assets
0.049%
Higher than 13% of the 25,132 plans $10 to 50M that report it.
= $10,023 / $20,625,194
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015155026NAL0002695587001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015155026NAL0002695587001, received 2025-10-15
Employer contributions per participant
$2,454
Higher than 61% of the 24,050 plans $10 to 50M that report it.
= $250,259 / 102
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015155026NAL0002695587001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015155026NAL0002695587001, received 2025-10-15
Employer share of total contributions
36.2%
Higher than 77% of the 24,084 plans $10 to 50M that report it.
= $250,259 / $690,496
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015155026NAL0002695587001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015155026NAL0002695587001, received 2025-10-15
98.7% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($98.26 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015155026NAL0002695587001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ACUITY BRANDS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Plan name | HOLOPHANE DIVISION OF ACUITY BRANDS LIGHTING 401(K) PLAN FOR HOURLY EMPLOYEES COVERED BY A COLLECTIVE BARGAINING AGREEMENT | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Sponsor EIN / plan number | 58-2632672 / 070 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Sponsor location | ATLANTA, GA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Industry (business code) | 551112, Management of companies and enterprises | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Participants, beginning of year | 144 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Active participants | 122 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Participants, end of year | 140 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Participants with an account balance | 102 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Total assets, beginning of year | $18,543,851 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Total assets, end of year | $20,625,194 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Net assets, end of year | $20,621,656 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Total income | $2,874,719 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Net income | $2,098,150 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Employer contributions | $250,259 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Participant contributions | $440,237 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Total contributions | $690,496 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Benefit payments | $766,546 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $776,569 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Total administrative expenses | $10,023 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Recordkeeping fees | $6,353 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Investment advisory and management fees | $3,670 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Administrative expenses excluding investment management | $6,353 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Held in master trusts | $20,360,749 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015155026NAL0002695587001, received 2025-10-15 |
| Independent auditor | BDO USA, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015155026NAL0002695587001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015155026NAL0002695587001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND Srecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 60 Sub-transfer agency fees; 62 Float revenue; 71 Securities brokerage commissions and fees; 72 Other investment fees and expenses | $6,492 | yes |
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 20251015155026NAL0002695587001, received 2025-10-15.
ACUITY BRANDS, INC. DC MASTER TRUST (EIN 582632672, PN 090): plan interest $20,360,749, 3.7% of the trust. The trust's own filing (20251015160407NAL0005072353001, received 2025-10-15) reports net assets $546,577,766, administrative expenses $0, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $18,543,851 | $20,625,194 | 11.2% |
| Participants with a balance | 100 | 102 | 2.0% |
| Administrative expenses | $9,901 | $10,023 | 1.2% |
| Recordkeeping fees per participant | $63.76 | $62.28 | -2.3% |
| Employer contributions | $245,110 | $250,259 | 2.1% |
Prior filing 20241006142850NAL0025512928001, received 2024-10-06; the plan years are contiguous.