Acumen, Inc. 401(k) Plan (terminated 2021): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2021, when $5.01 million was transferred out of the plan. Assets moved to the TEAM PUBLIC CHOICES 401(K) PLAN (sponsored by TEAM PUBLIC CHOICES, LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Acumen, Inc. 401(k) Plan Facts (plan year 2021)

Plan name
ACUMEN 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ACUMEN, LLC
Participants
276
Former employees with a balance
0
Plan assets
$70,546 at May 1, 2021
Employer contributions
$70,546 in plan year 2021 (11% of all contributions)
Plan year
Jan 1, 2021 – May 1, 2021
Plan established
Jul 1, 1996
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2021 (Jan 1, 2021 – May 1, 2021), filed Jun 12, 2023. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2021

  • $655,897 went into the plan in contributions, $70,546 of it from the employer (11%).
  • $61,619 was paid out to participants.
  • Investment and other income added $307,131.

How the Acumen, Inc. 401(k) changed, 20162021

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201670$1.41 million$0$398,610
201791$1.67 million$63,861$75,515
201895$2.31 million$144,560$95,580
2019110$3.07 million$144,774$185,300
2020178$4.12 million$185,061$150,881
2021 (final)276$70,546$70,546$61,619

Acumen, Inc. 401(k) Contact Information

Phone
480-295-3343
Mailing address
5416 E BASELINE RD. STE 200, MESA AZ 85206
Plan sponsor
ACUMEN, LLC
Employer identification number (EIN)
87-0547889
Plan number
001

Questions about the Acumen, Inc. 401(k)

Is the Acumen, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2021. Its assets were transferred to the TEAM PUBLIC CHOICES 401(K) PLAN.

Does Acumen, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2021 the employer contributed $70,546, 11% of all contributions.

Does the Acumen, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Acumen, Inc 401(k) plan?

276 participants at the start of plan year 2021.

Who manages the Acumen, Inc 401(k) accounts?

Nationwide is the plan's recordkeeper, which is where participants log in to see their balance.

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