Acosta, Inc. 401(k) Retirement Plan
Sponsored by Acosta, Inc. · EIN 843954764 · Plan #002
- Total assets
- $839M
- Net assets
- $839M
- Active participants
- 51,410
- With balances
- 13,566
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $461,440 |
| Newport Group Securities, Inc | Investment advisory (plan) | $144,520 |
| Ennis Pellum & Associates, P.A. | Accounting | $71,485 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $48,202 |