Plan Ledger DOL Form 5500 · updated monthly

Acosta, Inc.401(k)

ACOSTA, INC. 401(K) RETIREMENT PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Acosta, Inc. reported $725,647 in plan administrative expenses for 2024: 0.09% of average plan assets, above the peer median. Employer contributions averaged $252 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 1 year on file its reported administrative ratio fell from 0.13% to 0.09%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 56th-largest of 3,644 plans among Florida employers on file, and the 62nd of 4,246 in wholesale trade. In 2024, employees put in $3.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$838,887,547
Participants with balances13,566
Active participants51,410
Employer contributions$12,970,368
Employee contributions$47,368,778
Employer contribution per active participant$252
Average account balance$61,838
Benefits paid to participants$109,714,644
Plan auditUnmodified (clean) audit opinion
AuditorENNIS, PELLUM & ASSOCIATES, CPAS
Plan history2
Yearassets · accounts · employer contribution
2024$838.9M · 13,566 accts · $13.0M emplr
2023$741.7M · 11,326 accts · $12.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$461,440
Investment management$192,722
Audit (IQPA)$71,485
Total administrative$725,647
The Acosta, Inc. 401(k) match · 2024
Employer contribution per active participant$252
Median for plans this size$4,294
2024$252 per active participant
2023$447 per active participant

Acosta, Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$461,440
NEWPORT GROUP SECURITIES, INC · Investment advisory (plan)$144,520
ENNIS PELLUM & ASSOCIATES, P.A. · Accounting / audit$71,485
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$48,202

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

Administrative cost history2
2024$725,647 · 0.09%
2023$939,533 · 0.13%
Same employer
Similar plansWholesale Trade · Florida
Acosta, Inc. FL$651.5M · 0.10%
Watsco, Inc. FL$562.1M

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 843954764 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.