AUMdb

Ace Hardware Corporation 401(k) Savings And Retirement Plan

Sponsored by Ace Hardware Corporation · EIN 360700810 · Plan #001

Total assets
$1.2B
Net assets
$1.2B
Active participants
6,953
With balances
10,562

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
Creative Planning, Llc Investment advisory (plan) $61,000
Benesch Friedlander Coplan & Arono Consulting (general), Legal $48,275
Ernst & Young Llp Accounting $37,150
Creative Planning Investment advisory (plan) $30,500
Mesirow Financial, Inc. Investment advisory (plan) $30,500
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$223,981