Ace World Wide 401(K) Plan — Form 5500 plan (Ace Corporate Support, Inc.)

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 World Wide 401(K) Plan is a benefit plan reported by Ace Corporate Support, Inc. under EIN 39-1917636 and plan number 333. The latest loaded filing year is 2023. The filing reports 227 participants and $10,898,962 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ace Corporate Support, Inc.
EIN
39-1917636
Plan number
333
Plan type
2
Location
Cudahy, WI
Latest filing year
2023
Participants
227
End-of-year plan assets
$10,898,962

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20241004095841NAL0005602115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,898,962
Total liabilities (EOY)
$0
Net assets (EOY)
$10,898,962
Net assets (BOY)
$8,977,083

Income & contributions

Employer contributions
$189,309
Participant contributions
$719,799
Total contributions
$973,736
Total income / additions
$2,622,877

Expenses & distributions

Benefits paid
$653,120
Administrative expenses
$47,878
Total expenses
$700,998
Net increase / (decrease)
$1,921,879

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$29,889$02023
Spectrum Investment Advisors, Inc.ADVISOR\INVESTMENT ADV$14,963not reported in the loaded dataset2023

Related Form 5500 pages