Plan Ledger DOL Form 5500 · updated monthly

Adviser Compliance Associates, LLC dba Aca Group401(k)

ADVISER COMPLIANCE ASSOCIATES, LLC DBA ACA GROUP 401(K) PLAN · SILVER SPRING, MD · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Adviser Compliance Associates, LLC dba Aca Group reported $117,484 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $4,076 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 0.11% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 128th-largest of 1,671 plans among Maryland employers on file, and the 1,102nd of 11,654 in professional & technical services. In 2024, employees put in $2.77 for every $1.00 the employer contributed; active participation has grown from 808 to 1,086 since 2022.

Plan summary
Net assets, end of year$140,691,739
Participants with balances1,372
Active participants1,086
Employer contributions$4,426,368
Employee contributions$12,260,665
Employer contribution per active participant$4,076
Average account balance$102,545
Benefits paid to participants$15,053,065
Plan auditUnmodified (clean) audit opinion
AuditorHARPER PEARSON & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$140.7M · 1,372 accts · $4.4M emplr
2023$119.7M · 1,310 accts · $3.7M emplr
2022$63.6M · 921 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,063
Investment management$109,421
Total administrative$117,484
The Adviser Compliance Associates, LLC dba Aca Group 401(k) match · 2024
Employer contribution per active participant$4,076
Median for plans this size$3,635
2024$4,076 per active participant
2023$3,711 per active participant
2022$3,099 per active participant

Adviser Compliance Associates, LLC dba Aca Group's 2024 employer contribution ran above the $3,635 median for plans its size. 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
CREATIVE PLANNING LLC · Investment advisory (plan)$109,421
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$8,063

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$117,484 · 0.09%
2023$101,474 · 0.11%
2022$75,494 · 0.11%
Same employer
Similar plansProfessional & Technical Services · Maryland
Apex Companies, LLC MD$111.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752987063 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.