How big is Ace Financial Group, Inc.'s plan?

Ace Financial Group, Inc.'s plan reported $1.3M in assets and 7 participants for 2025.

Original filing (PDF)20260520072316NAL0001666225001

Ace Financial Group, Inc.

Name: Ace Financial Group, Inc. — Ace Financial Group, Form 5500 (2025)
Creator: Ace Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ace Financial Group 401(k) Plan

401(k) retirement plan · Ace Financial Group, Inc.'s Ace Financial Group 401(k) Plan held $1.3M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

LORI Facinelli signed Ace Financial Group, Inc.'s 2025 Form 5500 as plan administrator.

LORI Facinelli — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ace Financial Group, Inc.'s EIN is 27-4752079.

EIN 27-4752079

Plan number 001

Plan year 2025

ACK ID 20260520072316NAL0001666225001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ace Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ace Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ACE FINANCIAL GROUP, INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score