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Original filing (PDF)20250725054407NAL0015979058001
ACEABLE, INC.
Form 5500
FILING_RECEIVED
ACEABLE 401(K) PLAN
401(k) retirement plan
Signals · 1
~94 bps in Sched C fees
Active participants
161
Accounts w/ balance
379
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 94 bps in Schedule C fees — 81% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACEABLE, INC..
Plan sponsor
Name
ACEABLE, INC.
EIN
45-5315061
Address
610 W 5TH STREET SUITE 603 · AUSTIN, TX · 78701
Phone
(760) 692-3272
Industry
Educational 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
2025-07-25
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PEGGY S. EDGE, CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $24K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
28 direct securities · 1 pooled fund· $7.9M(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
$7.8M
28 holdings
Common Collective Trust
$90K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Vanguard Target Retirement 2045 | — | — | — | $1.1M | 14.3% | |
| Empower Vanguard 500 Index | — | — | — | $1.1M | 13.7% | |
| Empower Vanguard Target Retirement 2055 | — | — | — | $837K | 10.5% | |
| Empower Vanguard Target Retirement 2050 | — | — | — | $819K | 10.3% | |
| Empower Vanguard Target Retirement 2040 | — | — | — | $698K | 8.8% | |
| Empower Vanguard Target Retirement 2035 | — | — | — | $668K | 8.4% | |
| Empower Vanguard Target Retirement 2060 | — | — | — | $499K | 6.3% | |
| Empower Nuveen International Equity Index | — | — | — | $440K | 5.5% | |
| Empower Driehaus Emerging Markets Growth | — | — | — | $299K | 3.8% | |
| Empower Vanguard Target Retirement 2030 | — | — | — | $264K | 3.3% | |
| Empower Vanguard MidCap Index Fund | — | — | — | $245K | 3.1% | |
| Empower PGIM Total Return Bond | — | — | — | $180K | 2.3% | |
| Empower Brown Advisory SmallCap Fdmtl Val Instl | — | — | — | $141K | 1.8% | |
| Empower T. Rowe Price Integr US SMCap Grth | — | — | — | $126K | 1.6% | |
| Participant Loans Interest Rate: 5.25%-9.5% | — | — | — | $97K | 1.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $90K | 1.1% | |
| Empower Cohen&Steers Real Estate Securities | — | — | — | $51K | 0.6% | |
| Empower Columbia Select Large Cap Value Instl | — | — | — | $43K | 0.5% | |
| Empower Vanguard Target Retirement Income Inv | — | — | — | $36K | 0.5% | |
| Empower Blackrock High Yield Bond | — | — | — | $32K | 0.4% | |
| Empower PIMCO Commodity Real Ret Strat Instl | — | — | — | $32K | 0.4% | |
| Empower Vanguard Target Retirement 2020 | — | — | — | $29K | 0.4% | |
| Empower T. Rowe Price Intl Discovery | — | — | — | $24K | 0.3% | |
| Empower Vanguard Inflation Protected Secs | — | — | — | $22K | 0.3% | |
| Empower Vanguard Target Retirement 2025 | — | — | — | $15K | 0.2% | |
| Empower Blackrock Floating Rate Income Instl | — | — | — | $9K | 0.1% | |
| Party Maturity Value Cost Value * Empower AQR Managed Futures Strategy | — | — | — | $9K | 0.1% | |
| Empower Brandywine Global Opps Bond | — | — | — | $9K | 0.1% | |
| Empower PIMCO Emerging Markets Bond Instl | — | — | — | $7K | <0.1% |
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