Plan Ledger DOL Form 5500 · updated monthly

ACCELERATE360 Distribution, LLC401(k)

ACCELERATE360 DISTRIBUTION, LLC 401(K) PLAN · SMYRNA, GA · plan year 2024

Reported admin expense ratio · 2024
0.19%

ACCELERATE360 Distribution, LLC reported $146,692 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.16% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 344th-largest of 2,160 plans among Georgia employers on file, and the 542nd of 4,246 in wholesale trade. active participation has shrunk from 1,712 to 1,251 since 2022.

Plan summary
Net assets, end of year$75,941,606
Participants with balances816
Active participants1,251
Employer contributions—
Employee contributions$2,995,754
Employer contribution per active participant—
Average account balance$93,066
Benefits paid to participants$10,422,236
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$75.9M · 816 accts
2023$74.6M · 951 accts
2022$72.2M · 1,086 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$126,217
Audit (IQPA)$20,475
Total administrative$146,692
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$126,217
CITRIN COOPERMAN & COMPA · Accounting / audit$20,475
UBS FINANCIAL SERVICES INC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$146,692 · 0.19%
2023$166,906 · 0.23%
2022$111,233 · 0.16%
Same employer
Similar plansWholesale Trade · Georgia
Barco, Inc. GA$98.3M · 0.20%
Yanmar America Corporation GA$73.2M · 0.29%
S.P. Richards Company GA$66.8M · 0.12%
Gourmet Foods International GA$58.6M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843293568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.