Plan Ledger DOL Form 5500 · updated monthly

Acciona Energy USA Global LLC401(k)

ACCIONA ENERGY NORTH AMERICA 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.36%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Acciona Energy USA Global LLC reported $97,021 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $4,816 per active participant. 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 fell from 0.38% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,335th-largest of 3,702 plans among Illinois employers on file, and the 4,240th of 11,654 in professional & technical services. In 2024, employees put in $1.67 for every $1.00 the employer contributed; active participation has grown from 235 to 291 since 2022.

Plan summary
Net assets, end of year$29,383,288
Participants with balances447
Active participants291
Employer contributions$1,401,543
Employee contributions$2,339,595
Employer contribution per active participant$4,816
Average account balance$65,734
Benefits paid to participants$3,176,251
Plan auditUnmodified (clean) audit opinion
AuditorDUFEK & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$29.4M · 447 accts · $1.4M emplr
2023$25.0M · 364 accts · $1.2M emplr
2022$21.1M · 322 accts · $969K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,994
Investment management$59,027
Total administrative$97,021
The Acciona Energy USA Global LLC 401(k) match · 2024
Employer contribution per active participant$4,816
Median for plans this size$2,416
2024$4,816 per active participant
2023$4,521 per active participant
2022$4,123 per active participant

Acciona Energy USA Global LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20242
EMBREE FINANCIAL GROUP · Investment advisory (plan)$59,027
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$37,994

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$97,021 · 0.36%
2023$76,313 · 0.33%
2022$87,037 · 0.38%
Same employer
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Wi-Tronix, LLC IL$30.4M · 0.11%
G. H. Smart & Company, LLC IL$29.7M · 0.17%
Ipc International, Inc. IL$29.6M · 0.50%
Valdes Engineering Company IL$29.3M · 0.27%
Vista Consulting Group, LLC IL$29.2M · 0.00%
Mueller & Co., LLP IL$28.5M · 0.07%
Amount, Inc. IL$28.4M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471654628 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.