Plan Snapshot
- Plan Sponsor: Ace Hardware Home Center Of Round Lake, INC.
- Sponsor EIN: 362835061
- Sponsor Address: 659 WEST RAILROAD AVE., ROUND LAKE, IL, 60073
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 143 | $7.9M | $94,273 | $256,180 |
| 2023 | 146 | $8.1M | $97,619 | $262,076 |
| 2022 | 138 | $7.1M | $86,995 | $256,104 |
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 |
|---|---|---|---|---|
| CJBS, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $49,424 | — | $49,424 | — | — |
| 2023 | $73,222 | — | $61,461 | $11,761 | — |
| 2022 | $16,363 | — | — | — | $16,363 |