Kathy Bessiere signed Ace Surgical Supply Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ace Surgical Supply Co., Inc.'s EIN is 04-2428967.
Download the official 2024 Form 5500 (PDF) for Ace Surgical Supply Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ace Surgical Supply Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $856 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.9M | 81.5% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.6M | 16.0% | |
| [Assets held in common collective trust] | Other | — | — | $137K | 1.4% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $137K | 1.4% | |
| [Assets held in participant loans] | Other | — | — | $105K | 1.1% |
