How big is Acousti Engineering Company of Florida's plan?

Acousti Engineering Company of Florida's plan reported $33.0M in assets and 534 participants for 2023.

Original filing (PDF)20250807085111NAL0010525074001

Acousti Engineering Company of Florida

Name: Acousti Engineering Company of Florida — Form 5500 Plan 004 (2023)
Creator: Acousti Engineering Company of Florida
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Acousti Engineering Company of Florida 401(k) Plan

401(k) retirement plan · Acousti Engineering Company of Florida's Acousti Engineering Company of Florida 401(k) Plan held $33.0M in plan assets for 534 participants in 2023, with Capital Group (American Funds) as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

534

Accounts w/ balance

456

Plan assets (EOY)

$33.0M

Net assets (EOY)

$33.0M

People on this filing

Sinead Young signed Acousti Engineering Company of Florida's 2023 Form 5500 as plan administrator.

Sinead Young — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Acousti Engineering Company of Florida's EIN is 59-0543535.

EIN 59-0543535

Plan number 004

Plan year 2023

ACK ID 20250807085111NAL0010525074001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Acousti Engineering Company of Florida from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Acousti Engineering Company of Florida's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ACOUSTI ENGINEERING COMPANY OF FLORIDA.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Plan sponsor

Name

ACOUSTI ENGINEERING COMPANY OF FLORIDA

EIN

all filings

Address

1040 WOODCOCK ROAD, SUITE 100 · ORLANDO, FL · 32803

Phone

(407) 425-3467

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-08-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$47K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN MUTUAL WEALTH MGMT CO	—	MILWAUKEE, WI	INVESTMENT ADVISOR	$80K	—

Investments

31 direct securities· $33.0M(100% of reported assets)

Mutual Funds

$28.8M

27 holdings

Common Collective Trusts

$2.8M

1 holding

Other securities

$1.4M

3 holdings

					% of plan
s * American Funds American Funds Growth Fund Of America	Mutual Funds	—	—	$3.6M	11.1%
American Funds American Funds American Balanced	Mutual Funds	—	—	$3.5M	10.5%
American Funds American Funds Capital World	Mutual Funds	—	—	$3.1M	9.3%
Vanguard 500 Index	Common Collective Trusts	—	—	$2.8M	8.5%
American Funds American Funds Washington Mutual	Mutual Funds	—	—	$2.2M	6.8%
American Funds American Funds 2030 Target Date	Mutual Funds	—	—	$2.2M	6.6%
American Funds American Funds 2035 Target Date	Mutual Funds	—	—	$1.8M	5.4%
American Funds American Funds 2025 Target Date	Mutual Funds	—	—	$1.7M	5.2%
American Funds American Funds 2020 Target Date	Mutual Funds	—	—	$1.6M	4.9%
Money market fund * American Funds American Funds US Govt Money Market	Mutual Funds	—	—	$1.5M	4.4%
American Funds American Funds New World	Mutual Funds	—	—	$1.4M	4.1%
American Funds American Funds Europacific	Mutual Funds	—	—	$1.2M	3.7%
American Funds American Funds 2045 Target Date	Mutual Funds	—	—	$987K	3.0%
American Funds American Funds 2040 Target Date	Mutual Funds	—	—	$882K	2.7%
Western Asset Western Asset Core Plus Bond	Other securities	—	—	$664K	2.0%
American Funds American Funds 2055 Target Date	Mutual Funds	—	—	$577K	1.7%
AllianceBernstein AB Global Bond	Other securities	—	—	$569K	1.7%
PIMCO Income	Mutual Funds	—	—	$453K	1.4%
American Funds American Funds Income Fund Of America	Mutual Funds	—	—	$413K	1.3%
American Funds American Funds 2050 Target Date	Mutual Funds	—	—	$298K	0.9%
Vanguard Small Cap Index	Mutual Funds	—	—	$259K	0.8%
American Funds American Funds 2015 Target Date	Mutual Funds	—	—	$239K	0.7%
Vanguard Mid Cap Index	Mutual Funds	—	—	$221K	0.7%
Eaton Vance Eaton Vance Atlanta Capital SMID-Cap	Other securities	—	—	$172K	0.5%
Vanguard REIT Index	Mutual Funds	—	—	$166K	0.5%
Vanguard Total Intl Stock Index	Mutual Funds	—	—	$161K	0.5%
American Funds Victory Sycamore Established Value	Mutual Funds	—	—	$125K	0.4%
American Funds American Funds 2060 Target Date	Mutual Funds	—	—	$124K	0.4%
American Funds American Funds 2065 Target Date	Mutual Funds	—	—	$93K	0.3%
American Funds American Funds 2010 Target Date	Mutual Funds	—	—	$26K	<0.1%
Vanguard Short-Term Investment	Mutual Funds	—	—	$9K	<0.1%