2023 Form 5500 filing — Ace Retail Savings Plan 401(K)
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015145037NAL0014883171001) for Ace Retail Savings Plan 401(K), reported by Ace Hardware Corporation under EIN 36-0700810 and plan number 333. It reports 9,388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145037NAL0014883171001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ace Hardware Corporation
- EIN
- 36-0700810
- Plan number
- 333
- Location
- Oak Brook, IL
- Participants
- 9,388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $163,414,861
- Total liabilities (EOY)
- $187,159
- Net assets (EOY)
- $163,227,702
- Employer contributions
- $4,440,792
- Participant contributions
- $11,684,719
- Total income / additions
- $39,916,019
- Benefits paid
- $14,498,026
- Administrative expenses
- $1,002,860
- Total expenses
- $15,500,886
- Net increase / (decrease)
- $24,415,133
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life | RECORD KEEPER | $514,977 | $0 |
| Mesirow Financial | INVESTMENT ADVISORY PLAN | $196,946 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $154,623 | $0 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $98,370 | $0 |
| Templeton & Company | AUDIT | $25,500 | not reported in the loaded dataset |
| Marsh Usa | AUDIT | $12,444 | not reported in the loaded dataset |