Accelerate360 Distribution, LLC 401(k) Plan
Accelerate360 Distribution, LLC · Fortmill, SC · EIN 843293568 · Plan 001 · Form 5500 for plan year 2024
What Accelerate360 Distribution put into the plan, per active participant
Not on this filing
Schedule H leaves the employer contribution line blank on this filing. A blank line is an unfilled line, not a zero, and one sponsor often files several plans, so the employer money can sit in another plan of the same sponsor.
Nothing is filled in from an average, from another year or from another plan.
Source: Form 5500 filing for the plan year ended December 31, 2024, received by the DOL October 13, 2025 · DOL EFAST2 ↗
What the plan cost, per participant
$72.98
The plan paid $72.98 per participant in plan-paid administrative expenses in plan year 2024, cheaper than 58% of plans with 1,000–4,999 participants. The middle plan of that size paid $84.96.
Why a plan this big pays less per person before anything else
Bigger plans pay less per head by construction, because the same negotiated bill divides across more people. That is why this ranking sits inside the plan's own size cohort and is never taken across all plans.
Schedule H reports only what came out of plan assets. Fees the sponsor pays directly, and fees taken inside fund expense ratios, never appear here, so this is a floor and not the all-in cost.
401(k) Monitor Score
Not scored
This filing reports one of the two amounts the score is built from, so it takes none. Schedule H leaves the employer contribution line blank on this filing. A blank line is an unfilled line, not a zero, and one sponsor often files several plans, so the employer money can sit in another plan of the same sponsor.
It keeps whichever of the two it does report, above. Nothing is filled in from an average, from another year or from another plan, because a two-part score computed on one part is a different measure wearing the same name.
What the score would read, on a filing that carries both: Where this plan stands against plans of its size and industry on two amounts its Form 5500 reports: employer money in per active person, and plan-paid cost per person. It reads no match formula, no vesting schedule and no fund lineup, because a Form 5500 states none of them.
On this page: where the match terms are stated · what to check next · every figure on the filing · fees itemised · the plans this one is ranked against · service providers
The match and vesting terms, from a Form 11-K
The match formula and the vesting schedule are stated in a Form 11-K, which is filed only by employers whose plan holds company stock. A Form 5500 reports neither.
What Accelerate360 Distribution puts in
Not in public filings for this employer
We have no SEC Form 11-K for this employer, and the Form 5500 this page is built from does not report match terms.
Two places state the terms in full: your plan’s Summary Plan Description, which your employer must provide on request, and your recordkeeper’s site, which for this plan is Principal ↗.
What you contribute to collect all of it
Not in public filings for this employer
The rate that collects the full match is part of the match formula, which a Form 5500 does not report.
Vesting score
Not scored
The vesting schedule is stated in a Form 11-K, and we have none for this employer.
A schedule this cannot read at whole-year anniversaries is left without a number rather than given a middle one.
What the plan costs, against plans of its size
42nd percentile
$72.98 per participant in plan-paid administrative cost, cheaper than 58% of plans with 1,000–4,999 participants.
What to check next
A blank line is not a zero
Schedule H leaves the employer contribution line unfilled on this filing, which is not the same as reporting nothing was paid in. Your own statement, on Principal ↗, shows what reached your account.
Your own numbers are not on this page
Every figure here is the whole plan for plan year 2024, taken from one filing and divided by headcounts. Your own contribution rate, your balance and the fees taken from your account are on your recordkeeper’s site, which this filing names as Principal ↗. What you may put in during a year is set by the IRS and not by the plan: this year’s limits ↗.
Key figures
| Total plan assets, end of year | $75,941,606 |
|---|---|
| Net assets | $75,941,606 |
| Participants, beginning of year | 2,010 |
| Of which active | 1,251 |
| Plan type | Single employer |
| Size cohortThe peer group we rank fees against. | 1,000–4,999 participants |
| Employer share of the money that went in, plan year 2024One of the two contribution lines is blank on this filing. A blank employee line against a filled employer line would read as every dollar coming from the employer, which is a gap in the filing rather than a fact about the plan, so no share is shown. | not stated on this filing |
Plan-paid administrative expenses
The plan paid $146,692 in administrative expenses in plan year 2024, across 2,010 participants: $72.98 per participant.
| Contract administrator fees | $126,217 |
|---|---|
| Professional fees | not reported in filing |
| Investment management fees | not reported in filing |
| Other administrative fees | not reported in filing |
These are plan-paid expenses from Schedule H only. Fees the sponsor pays directly, and fees embedded in fund expense ratios, never appear here. This figure is a floor, not the all-in cost, and a low number is not “free”.
The plans this one is ranked against
Fees on this page are ranked against the 1,000–4,999 participant cohort, where the median plan pays $84.96 per participant. The sponsor files from South Carolina, one of 594 plans on file there, at a median of $120.08 per participant. Its business code places the plan in wholesale trade, one of 3,490 on file, which run to a median of $149.72.
Plans of a similar size in South Carolina
| Plan | Participants | Cost per participant |
|---|---|---|
| Hka Enterprises 401(k) Retirement Savings PlanHka Enterprises, LLC | 3,377 | $22.80 |
| Security 401(k) Profit-Sharing And Savings PlanSecurity Finance Corporation Of Spartanburg | 2,102 | $15.69 |
| Jadex Inc. Employee Savings PlanJadex Inc. | 2,033 | $88.07 |
| Jje Capital Holdings, LLC 401(k) PlanJje Capital Holdings, LLC | 2,005 | $42.15 |
| Regional Management Corp. Savings & Investment PlanRegional Management Corp. | 1,985 | $84.17 |
Service providers (Schedule C)
Recordkeeper: Principal (as filed: “PRINCIPAL LIFE INSURANCE COMPANY”)
5,239 plans on file name Principal as their recordkeeper, at a median of $170.05 per participant.
| Provider | Service codes | Direct comp. ($) | Indirect comp. ($) |
|---|---|---|---|
| Principal Life Insurance Company | 64, 50, 37, 13 | 126,217 | 0 |
| Citrin Cooperman & Compa | 50, 10 | 20,475 | not reported |
| UBS Financial Services Inc. | 99, 27 | 0 | 60,174 |
| Morningstar Investment Management L | 70, 26 | 0 | 0 |
Useful links
- Find a 401(k) you left at an old job ↗
The DOL's Retirement Savings Lost & Found. Free and official.
- Look up this plan's full Form 5500 ↗
The DOL's own filing search. Search by plan or sponsor name.
- Download this plan's data (CSV) ↗
Every field on this page, one row, ready for a spreadsheet.
Source
| Dataset | DOL EFAST2 Form 5500 bulk data (FOIA) |
|---|---|
| Form year | 2024 |
| Filing ACK_ID | 20251013144612NAL0001543713001 |
| Dataset last refreshed | July 28, 2026 |
Bulk dataset at askebsa.dol.gov ↗ · Look up the filing on EFAST2 ↗
Filings lag by design: a plan can file up to 9½ months after its year ends, so this is the newest data on file. Why filings lag
Cite this page
401(k) Monitor, "Accelerate360 Distribution, LLC 401(k) Plan: Form 5500 facts", from DOL EFAST2 filing 20251013144612NAL0001543713001, plan year ended December 31, 2024.