Plan Snapshot
- Plan Sponsor: Ace Sanitary Holdings INC
- Sponsor EIN: 853757436
- Sponsor Address: 5219 MUHLHAUSER RD, WEST CHESTER, OH, 450119327
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $12.4M
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 | 319 | $12.4M | $691,134 | $1.6M |
| 2023 | 303 | $4.3M | $452,363 | $1.0M |
| 2022 | 195 | $2.0M | $291,813 | $632,271 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $43,762 | — | $43,762 |
| LPL FINANCIAL | ADVISOR | $36,493 | — | $36,493 |
| FLAGEL HUBER FLAGEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- FLAGEL HUBER FLAGEL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,255
- Estimated Expense Ratio: 0.650% 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 | $97,248 | $40,942 | $43,805 | — | — |
| 2023 | $30,516 | $18,556 | $11,960 | — | — |
| 2022 | $14,268 | $10,905 | $3,363 | — | — |