Ace Retirement Savings 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 Retirement Savings Plan is a benefit plan reported by Ace Hardware Corporation under EIN 36-0700810 and plan number 002. The latest loaded filing year is 2023. The filing reports 318 participants and $24,756,241 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
- 002
- Plan type
- 2
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $24,756,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241011124336NAL0010920259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,756,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,756,241
- Net assets (BOY)
- $20,036,866
Income & contributions
- Employer contributions
- $1,158,085
- Participant contributions
- $1,334,826
- Total contributions
- $3,301,109
- Total income / additions
- $7,131,784
Expenses & distributions
- Benefits paid
- $3,840,570
- Administrative expenses
- $9,861
- Total expenses
- $3,850,431
- Net increase / (decrease)
- $3,281,353
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Financial | ADVISOR | $21,275 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$11,414 | $0 | 2023 |