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Sponsor portfolio

ACRT SERVICES, INC

EIN 82-3477877-utilities-Latest filing 2025
Plans
3
Retirement
2
$69.3M assets
Welfare
1
$7.2M premiums
Participants
4,180
5070 STOW RD - STOW, OH 44224330-945-7500LinkedIn1001-5000 employeesutilities
Plans on this EIN
3 filings
#001401k-$35.3M - 1,846 part#002ESOP-$34.1M - 1,458 part#501Fully Insured-$7.2M - 1,160 lives

Retirement portfolio analytics

2 plans aggregated / $69.3M assets / 3,304 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • SERVICES, INC. 401(K) (#001)51%
  • EMPLOYEE STOCK OWNERSHIP (#002)49%
Total $69.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
51%top
  • T ROWE PRICE RPS INC51%
  • (Not disclosed)49%
Total $69.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES, INC. 401(K) (#001)1,846
  • EMPLOYEE STOCK OWNERSHIP (#002)1,458
Total 3,304Click row to drill in

Benefits portfolio analytics

1 plan / $7.2M premiums / 1,160 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.3M
  • Dental$399K
  • Life$148K
  • Other$104K
  • Short-term disability$90K
  • Long-term disability$79K
  • +1 more
Total $7.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • AETNA LIFE INSURANCE COMPANY88%
  • DELTA DENTAL OF CALIFORNIA6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
  • +1 more
Total $7.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • THE JAMES B OSWALD COMPANY81%
  • CENTRO BENEFITS RESEARCH LLC19%
  • WATCHTOWER BENEFITS, LLC0%
Total $79K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ACRT SERVICES, INC. 401(K) PLAN

401k

Assets$35.3M
Participants1,846
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ACRT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$34.1M
Participants1,458
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACRT SERVICES, INC. BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$7.2M
Covered lives1,160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ACRT SERVICES, INC. 401(K) PLAN401k$35.3M1,8462024
002ACRT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$34.1M1,4582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACRT SERVICES, INC. BENEFITS PLANFully InsuredAETNA LIFE INSURANCE CO.$7.2M1,1602024
Retirement plans
Welfare plans
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