Department of Labor filing

ACADEMI LLC

ACADEMI 401(K) PLAN · For the plan year ended Dec 31, 2016

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Public filing 2023 · received Oct 3, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

60filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$1,473

Reported employer contributions per active participant.

Higher than about 58% of comparable plans
#People in the filing
394

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$62 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 66% of comparable plans
Investment performance
Not available

Plan assets changed 17.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202360out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions58th percentileTypical peer $1,217 · based on 631 comparable plans
Lower reported administrative expense66th percentileTypical peer $96 · based on 682 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2016, ACADEMI LLC reported $580,318 in employer contributions across the plan and 394 active participants. That works out to $1,473 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy39%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 0.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 0.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context60/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$580,318
Participant contributions
$753,972
Other contributions
$66,079
Employer share of reported contributions
43.5%
Beginning assets
$5,167,445
Ending assets
$6,061,128
Ending net assets
$6,061,128
Ending liabilities
Not reported
Total income
$1,833,781
Total expenses
$979,732
Administrative expenses
$12,546
Participant loans
$177,533

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2023
$1,473
Plan-paid administrative expenses per participant
2023
$62
Active participants
2023
394
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2023$1,4733946.1M20241003122617NAL0005709363002

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
2.9%
Independent accountant’s opinion
Disclaimer of opinion Code 3
Late participant contributions reported
Yes
Public plan identifier
510387381-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Apr 1, 2011
Industry
Administrative and support services
Amended filing
Yes
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2F2G2J2K3H2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
TRANSAMERICA RETIREMENT SOLUTIONS2023Not reportedunknown

Current plan terms

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Filing ACK_ID20241003122617NAL0005709363002
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗