Adviser Compliance Associates, Llc 401(k) Plan: Login, Facts & Contact Information
Adviser Compliance Associates, Llc 401(k) Login
370 former Adviser Compliance Associates, Llc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Adviser Compliance Associates, Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $18.8 million went into the plan in contributions, $4.43 million of it from the employer (24%).
- $15.1 million was paid out to participants.
- Investment and other income added $17.4 million.
- Administrative expenses were $117,484, about $86 per account.
How the Adviser Compliance Associates, Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 586 | $46.3 million | $1.77 million | $2.73 million |
| 2020 | 648 | $56.3 million | $1.10 million | $11.0 million |
| 2021 | 629 | $68.8 million | $1.91 million | $6.58 million |
| 2022 | 846 | $63.6 million | $2.50 million | $6.08 million |
| 2023 | 1,003 | $119.7 million | $3.74 million | $17.5 million |
| 2024 | 1,373 | $140.7 million | $4.43 million | $15.1 million |
Adviser Compliance Associates, Llc 401(k) Contact Information
Questions about the Adviser Compliance Associates, Llc 401(k)
Does Adviser Compliance Associates, Llc contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $4.43 million in employer contributions for plan year 2024.
Does the Adviser Compliance Associates, Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Adviser Compliance Associates, Llc 401(k) plan?
1,373 participants at the start of plan year 2024, 1,086 of them active employees, and 370 former employees who still had money in the plan.
What is the average 401(k) balance at Adviser Compliance Associates, Llc?
About $102,545 per account: $140.7 million in plan assets across 1,372 accounts with a balance at the end of plan year 2024.
Who manages the Adviser Compliance Associates, Llc 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Adviser Compliance Associates, Llc. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.