AUMdb

Ace Endico Corp. 401(k) Plan

Sponsored by Ace Endico Corp. · EIN 133116470 · Plan #001

Total assets
$33.5M
Net assets
$33.5M
Active participants
707
With balances
659

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
Stone Hill Fiduciary Management, Llc CRD 164981 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $59,984
Stone Hill Fiduciary Management Ll Investment advisory (plan) $25,000
Caron And Bletzer, Pllc Accounting $14,488