Ace Hardware Corporation 401(K) Savings And Retirement Plan — Form 5500 plan (Ace Hardware Corporation)
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 Hardware Corporation 401(K) Savings And Retirement Plan is a benefit plan reported by Ace Hardware Corporation under EIN 36-0700810 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,134 participants and $1,025,906,381 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ace Hardware Corporation
- EIN
- 36-0700810
- Plan number
- 001
- Plan type
- 2
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 10,134
- End-of-year plan assets
- $1,025,906,381
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,134 | H, C | 20241011124211NAL0022756449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,025,906,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,025,906,381
- Net assets (BOY)
- $868,203,904
Income & contributions
- Employer contributions
- $43,920,680
- Participant contributions
- $33,642,099
- Total contributions
- $80,790,369
- Total income / additions
- $243,408,376
Expenses & distributions
- Benefits paid
- $85,438,791
- Administrative expenses
- $15,989
- Total expenses
- $85,496,097
- Net increase / (decrease)
- $157,912,279
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Financial | INVESTMENT ADVISOR | $122,000 | not reported in the loaded dataset | 2023 |
| Benesch Friedlander Coplan & Arono | ATTORNEY/LEGAL | $32,570 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | ACCOUNTANT/AUDITOR | $24,300 | not reported in the loaded dataset | 2023 |
| Torch Creative Inc | OTHER SERVICES | $11,850 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$174,731 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ace Hardware Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Mesirow Financial — Schedule C compensation
- Benesch Friedlander Coplan & Arono — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Torch Creative Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation