Ace World Wide 401(k) Plan
Sponsored by Ace Corporate Support, Inc. · EIN 391917636 · Plan #333 · Cudahy, WI
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 145
- With balances
- 183
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 |
|---|---|---|
| Spectrum Investment Advisors, Inc. CRD 108669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Spectrum Investment Advisors Inc | Investment advisory (plan) | $31,762 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $21,016 |