# Ace Hardware Corporation 401(k) Plan
Source: https://planprovider.pro/companies/ace-hardware-corporation-846786851-512

> Ace Hardware Corporation's 401(k) plan: 8,842 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ace Hardware Corporation

- **Sponsor EIN:** 846786851

- **Sponsor Address:** 2915 JORIE BLVD., OAK BROOK, IL, 60523

- **Plan Type:** 401(k)

- **Plan Number:** 512

- **Total Participants:** 8,842

- **Total Assets:** $30.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|8,842|$30.1M|$94.2M|$39.7M|

| 2023|8,768|$22.7M|$27.8M|$106.6M|

| 2022|9,464|$12.0M|$85.5M|$41.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| UNITED HEALTHCARE SERVICES|Other Service Provider|$4,671,423|—|$4,671,423|

| BUSINESSOLVER|Other Service Provider|$645,408|—|$645,408|

| MARSH & MCLENNAN AGENCY|Investment Advisor|$528,975|—|$528,975|

| EMPYREAN|Other Service Provider|$335,992|—|$335,992|

| NEW AGE INSURANCE, LTD.|Other Service Provider|$223,085|—|$223,085|

| CIGNA|Other Service Provider|$191,288|—|$191,288|

| CAP RX|Other Service Provider|$186,599|—|$186,599|

| JOHNSON LAMBERT LLP|Auditor|$132,031|—|$132,031|

| CIRRUSMD|Other Service Provider|$115,596|—|$115,596|

| MARSH MANAGEMENT SERVICE, INC.|Other Service Provider|$82,125|—|$82,125|

| MCDERMOTT WILL & EMERY|Other Service Provider|$61,881|—|$61,881|

| EYEMED|Other Service Provider|$60,435|—|$60,435|

| MARSH USA|Investment Advisor|$45,041|—|$45,041|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MARSH & MCLENNAN AGENCY](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [JOHNSON LAMBERT LLP](https://planprovider.pro/provider/johnson-lambert-llp) — Auditor

- [MARSH USA](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,279,879

- **Estimated Expense Ratio:** 24.224% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$12,291,212|—|$9,688,953|—|—|

| 2023|$13,753,959|—|$6,517,303|—|—|

| 2022|$5,370,183|—|$7,051,965|—|$236,595|

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