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Acec Retirement Trust

Matched across 1 name variant in the filings

Acec Retirement Trust summary

Acec Retirement Trust appears on 44 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.3B in assets for 16,935 participants. The median client plan holds $33.8M. Most client plans are sponsored in MI, NY and PA. The largest clients by plan assets are Kci Technologies, Inc, Mead & Hunt, Inc. and H2M Architects, Engineers, Geology, Land Surveying and Landscape Archi. Plans reported $2.5M in direct and indirect compensation paid to Acec Retirement Trust. The median is $41K per plan.

Participants
16,935
Median plan assets
$33.8M
Median plan participants
214
Median fees per plan
$41K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • MI6 plans
  • NY4 plans
  • PA4 plans
  • CO3 plans
  • MD3 plans

Frequently asked questions

Who uses Acec Retirement Trust?
44 retirement plans list Acec Retirement Trust as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Kci Technologies, Inc, Mead & Hunt, Inc., H2M Architects, Engineers, Geology, Land Surveying and Landscape Archi, Msa Professional Services, Inc. and A. Morton Thomas and Associates, Inc.. Most client plans are sponsored in MI, NY and PA.
How many plans does Acec Retirement Trust serve?
Acec Retirement Trust serves 44 retirement plans with $2.3B in plan assets and 16,935 participants, based on the latest Form 5500 filings through 2024.
What does Acec Retirement Trust charge?
Plans reported $2.5M in total Schedule C compensation paid to Acec Retirement Trust. The median plan paid $41K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served44Rank #397 of mapped providers
Assets under administration$2.3B0.0%Rank #3460 by share of filed assets
Fees received$2MMedian $40,656/planSum across Schedule C direct + indirect
Net wins YoY+06 won - 6 lostPlan-level switch detection

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