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Original filing (PDF)20251015155445NAL0002587971001
ACE RELOCATION SYSTEMS, INC.
Form 5500
FILING_RECEIVED
ACE RELOCATION SYSTEMS, INC. SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
249
Accounts w/ balance
294
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.8M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACE RELOCATION SYSTEMS, INC..
Plan sponsor
Name
ACE RELOCATION SYSTEMS, INC.
EIN
91-0652945
Address
5608 EASTGATE DR · SAN DIEGO, CA · 921212816
Phone
(858) 677-5510
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MATRANGA & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 92-1819393 | — | INVESTMENT MANAGEMENT | $20K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $16K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | CONTRACT ADMINISTRATOR | $0 | — |
Investments
30 direct securities · 1 pooled fund· $20.5M(99% 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
$20.5M
30 holdings
Common Collective Trust
$40K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group | — | — | — | $2.4M | 11.7% | |
| Vanguard Group | — | — | — | $2.0M | 9.7% | |
| Vanguard Group | — | — | — | $1.7M | 7.9% | |
| Pioneer | — | — | — | $1.6M | 7.6% | |
| Vanguard Group | — | — | — | $1.5M | 7.3% | |
| PIMCO Funds | — | — | — | $1.5M | 7.2% | |
| Vanguard Group | — | — | — | $1.3M | 6.1% | |
| Principal Global Investors Trust Co | — | — | — | $1.0M | 4.8% | |
| Fidelity Investments | — | — | — | $825K | 4.0% | |
| Vanguard Group | — | — | — | $767K | 3.7% | |
| MFS Investment Management | — | — | — | $622K | 3.0% | |
| MassMutual Financial Group | — | — | — | $594K | 2.8% | |
| Vanguard Group | — | — | — | $530K | 2.5% | |
| Vanguard Group | — | — | — | $528K | 2.5% | |
| MFS Investment Management | — | — | — | $508K | 2.4% | |
| Fidelity Investments | — | — | — | $477K | 2.3% | |
| Vanguard Group | — | — | — | $427K | 2.0% | |
| Fidelity Investments | — | — | — | $301K | 1.4% | |
| Vanguard Group | — | — | — | $271K | 1.3% | |
| Fidelity Investments | — | — | — | $223K | 1.1% | |
| MassMutual Financial Group | — | — | — | $219K | 1.1% | |
| Cohen & Steers | — | — | — | $206K | 1.0% | |
| Fidelity Investments | — | — | — | $205K | 1.0% | |
| Fidelity Investments | — | — | — | $199K | 1.0% | |
| Vanguard Group | — | — | — | $188K | 0.9% | |
| Putnam Investments | — | — | — | $143K | 0.7% | |
| JP Morgan Funds | — | — | — | $138K | 0.7% | |
| Vanguard Group | — | — | — | $103K | 0.5% | |
| Massachusetts Mutual Life Ins Co | — | — | — | $40K | 0.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $40K | 0.2% | |
| Participant Loans | — | — | — | $26 | <0.1% |
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