Original filing (PDF)20231016135159NAL0038524785001

ACOSTA, INC.

Name: ACOSTA, INC. — ACOSTA, INC. 401(K) RETIREMENT PLAN, Form 5500 (2022)
Creator: ACOSTA, INC.

Form 5500

FILING_RECEIVED

ACOSTA, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

21,135

Accounts w/ balance

11,305

Plan assets (EOY)

$651.5M

Net assets (EOY)

$651.5M

How this plan invests

This plan

15 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACOSTA, INC..

Plan sponsor

Name

ACOSTA, INC.

EIN

59-3522052

Address

6600 CORPORATE CENTER PARKWAY · JACKSONVILLE, FL · 32216

Phone

(904) 281-9800

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$685K	—

Investments

15 pooled funds· $530.5M(81% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079	Common Collective Trust	$107.3M	16.5%
FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080	Common Collective Trust	$104.6M	16.1%
FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081	Common Collective Trust	$72.8M	11.2%
FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078	Common Collective Trust	$49.3M	7.6%
GALLIARD STBLE RET Q WELLS FARGO BANK, N.A. · EIN 52-2250959 / PN 001	Common Collective Trust	$47.4M	7.3%
FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082	Common Collective Trust	$41.9M	6.4%
FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083	Common Collective Trust	$34.0M	5.2%
FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084	Common Collective Trust	$27.4M	4.2%
FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077	Common Collective Trust	$16.7M	2.6%
FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112	Common Collective Trust	$13.7M	2.1%
FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074	Common Collective Trust	$6.8M	1.0%
FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146	Common Collective Trust	$5.4M	0.8%
FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169	Common Collective Trust	$1.9M	0.3%
FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076	Common Collective Trust	$941K	0.1%
FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075	Common Collective Trust	$343K	<0.1%