Original filing (PDF)20240613144141NAL0030674001001

DAN ALLEN/AC & E, INC.

Name: DAN ALLEN/AC & E, INC. — AC & E, INC. 401(K) PLAN, Form 5500 (2023)
Creator: DAN ALLEN/AC & E, INC.

Form 5500-SF

FILING_RECEIVED

AC & E, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAN ALLEN/AC & E, INC..

Plan sponsor

Name

DAN ALLEN/AC & E, INC.

EIN

93-0614450

Address

2176 38TH AVENUE NW · SALEM, OR · 97304

Phone

(503) 932-0395

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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