Back to filter
Original filing (PDF)20251217114220NAL0008729730001
KEITH ACE HARDWARE
Form 5500-SF
FILING_RECEIVED
KEITH ACE HARDWARE 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
160
Accounts w/ balance
65
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 41% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEITH ACE HARDWARE.
Plan sponsor
Name
KEITH ACE HARDWARE
EIN
74-2295202
Address
P.O. BOX 820 · LORENA, TX · 76655
Phone
(254) 857-8667
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2025-12-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
NATIONAL LADDER & SCAFFOLD CO.,
NATIONAL LADDER & SCAFFOLD CO., INC. 401(K) PLAN
$5.6M · 26 participants
HARDWARE SALES, INC.
HARDWARE SALES, INC. 401(K) RETIREMENT PLAN
$5.6M · 99 participants
FAMILY CENTER OF HARRISONVILLE
FAMILY CENTER OF HARRISONVILLE 401(K) PROFIT SHARING PLAN
$5.6M · 209 participants
BRAUD COMPANY
BRAUD COMPANY 401(K) PLAN
$5.5M · 14 participants
HH HOLDINGS, INC.
HH HOLDINGS, INC. 401(K) PLAN
$5.6M · 140 participants
J.P. OCONNOR HARDWARE INC.
J.P. O'CONNOR HARDWARE INC. PROFIT SHARING 401(K) PLAN & TRUST
$5.5M · 83 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants