Ace Retail Savings Plan 401(K) — 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 Retail Savings Plan 401(K) is a benefit plan reported by Ace Hardware Corporation under EIN 36-0700810 and plan number 333. The latest loaded filing year is 2023. The filing reports 9,388 participants and $163,414,861 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
- 333
- Plan type
- 3
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 9,388
- End-of-year plan assets
- $163,414,861
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,388 | H, C | 20241015145037NAL0014883171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $163,414,861
- Total liabilities (EOY)
- $187,159
- Net assets (EOY)
- $163,227,702
- Net assets (BOY)
- $137,270,334
Income & contributions
- Employer contributions
- $4,440,792
- Participant contributions
- $11,684,719
- Total contributions
- $17,088,032
- Total income / additions
- $39,916,019
Expenses & distributions
- Benefits paid
- $14,498,026
- Administrative expenses
- $1,002,860
- Total expenses
- $15,500,886
- Net increase / (decrease)
- $24,415,133
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life | RECORD KEEPER | $514,977 | $0 | 2023 |
| Mesirow Financial | INVESTMENT ADVISORY PLAN | $196,946 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $154,623 | $0 | 2023 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $98,370 | $0 | 2023 |
| Templeton & Company | AUDIT | $25,500 | not reported in the loaded dataset | 2023 |
| Marsh Usa | AUDIT | $12,444 | not reported in the loaded dataset | 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
- Transamerica Financial Life — Schedule C compensation
- Mesirow Financial — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Templeton & Company — Schedule C compensation
- Marsh Usa — Schedule C compensation