Ace Retail Savings Plan 401(k)
Sponsored by Ace Hardware Corporation · EIN 360700810 · Plan #333
- Total assets
- $188M
- Net assets
- $188M
- Active participants
- 10,227
- With balances
- 4,122
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $618,408 |
| Transamerica Financial Life | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $150,751 |
| Creative Planning | Investment advisory (plan) | $123,292 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $102,338 |
| Mesirow Financial | Investment advisory (plan) | $55,238 |
| Templeton & Company | Accounting | $17,500 |
| Bensch Friedlander Coplan And Aronf | Legal | $2,480 |
| Transamerica Trust Co | Trustee (institutional) | $250 |