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Original filing (PDF)20250516075754NAL0013946227001
ACE ENDICO CORP.
Form 5500
FILING_RECEIVED
ACE ENDICO CORP. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
707
Accounts w/ balance
659
Plan assets (EOY)
$33.5M
Net assets (EOY)
$33.5M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACE ENDICO CORP..
Plan sponsor
Name
ACE ENDICO CORP.
EIN
13-3116470
Address
80 INTERNATIONAL BLVD. · BREWSTER, NY · 105092344
Phone
(845) 940-1515
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON AND BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $60K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONE HILL FIDUCIARY MANAGEMENT LL | 45-5608425 | — | INVESTMENT ADVISOR | $25K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON AND BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $14K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
34 direct securities · 1 pooled fund· $33.5M(100% of reported assets)
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.
Uncategorized
$31.6M
34 holdings
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 IPR Fund " | — | — | — | $5.7M | 17.2% | |
| Fidelity 500 Index Fund " | — | — | — | $3.9M | 11.5% | |
| Pioneer Fundamental Growth Fund Class K Shares " | — | — | — | $2.9M | 8.6% | |
| Fidelity Freedom Index 2030 IPR Fund " | — | — | — | $2.6M | 7.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.9M | 5.6% | |
| Fidelity Freedom Index 2045 IPR Fund " | — | — | — | $1.6M | 4.8% | |
| Fidelity Freedom Index 2050 IPR Fund " | — | — | — | $1.4M | 4.1% | |
| JPMorgan Equity Income Fund Class R6 " | — | — | — | $1.3M | 3.7% | |
| Fidelity Freedom Index 2025 IPR Fund " | — | — | — | $1.2M | 3.5% | |
| PGIM Total Return Bond Fund -Class R6 " | — | — | — | $1.1M | 3.4% | |
| Fidelity Freedom Index 2040 IPR Fund " | — | — | — | $1.1M | 3.3% | |
| FullerThaler Behavioral Sm-Cp Gr R6 " | — | — | — | $1.1M | 3.3% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $1.0M | 3.0% | |
| Participant Loans 4.25 - 9.50% - | — | — | — | $938K | 2.8% | |
| Fidelity Freedom Index 2055 IPR Fund " | — | — | — | $920K | 2.7% | |
| Fidelity Freedom Index 2060 IPR Fund " | — | — | — | $792K | 2.4% | |
| T. Rowe Price Overseas Stock Fund I Class " | — | — | — | $519K | 1.5% | |
| Fidelity Freedom Index 2065 IPR Fund " | — | — | — | $473K | 1.4% | |
| Fidelity Freedom Index 2020 IPR Fund " | — | — | — | $431K | 1.3% | |
| GQG Partners Emerging Markets Equity Fund R6 Shares " | — | — | — | $361K | 1.1% | |
| Fidelity Freedom Index 2015 IPR Fund " | — | — | — | $321K | 1.0% | |
| BlackRock High Yield Portfolio Fund Class K " | — | — | — | $289K | 0.9% | |
| T. Rowe Price Dividend Growth Fund " | — | — | — | $282K | 0.8% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $269K | 0.8% | |
| Fidelity Small Cap Index Fund " | — | — | — | $251K | 0.7% | |
| Fidelity International Index Fund " | — | — | — | $235K | 0.7% | |
| PGIM Global Real Estate Fund- Class R6 " | — | — | — | $179K | 0.5% | |
| Undiscovered Managers Behavioral Value Fund Class R6 " | — | — | — | $175K | 0.5% | |
| Virtus KAR Mid-Cap Core R6 Mutual fund | — | — | — | $162K | 0.5% | |
| Fidelity Freedom Index Income Investor " | — | — | — | $87K | 0.3% | |
| PIMCO Real Return Instl " | — | — | — | $74K | 0.2% | |
| PIMCO Real Return Fund Institutional Class " | — | — | — | $38K | 0.1% | |
| Fidelity Freedom Index 2070 IPR Fund " | — | — | — | $12K | <0.1% | |
| MFS Mid Cap Value R6 " | — | — | — | $3K | <0.1% | |
| Fidelity Freedom Index 2010 IPR Fund " | — | — | — | $1K | <0.1% |
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