Ace Endico Corp. 401(K) Plan — Form 5500 plan (Ace Endico Corp.)
Plain-English plan 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, Ace Endico Corp. 401(K) Plan is a benefit plan reported by Ace Endico Corp. under EIN 13-3116470 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $26,708,665 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ace Endico Corp.
- EIN
- 13-3116470
- Plan number
- 001
- Plan type
- 2
- Location
- Brewster, NY
- Latest filing year
- 2023
- Participants
- 575
- End-of-year plan assets
- $26,708,665
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20240711132300NAL0016225073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,708,665
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,708,665
- Net assets (BOY)
- $19,877,420
Income & contributions
- Employer contributions
- $974,783
- Participant contributions
- $3,051,464
- Total contributions
- $4,868,838
- Total income / additions
- $8,437,094
Expenses & distributions
- Benefits paid
- $1,523,742
- Administrative expenses
- $82,107
- Total expenses
- $1,605,849
- Net increase / (decrease)
- $6,831,245
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $46,357 | not reported in the loaded dataset | 2023 |
| Stone Hill Fiduciary Management Ll | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman | ACCOUNTANT/AUDITOR | $15,750 | not reported in the loaded dataset | 2023 |