Assets by plan
Share of aggregate retirement assets
Filings through .
Ack Asset Management LLC
EIN 20-3467522investment managementLatest filing 2025
Plans
3
Retirement
3
$5.0M assets
Health & Benefits
0
Participants
34
777 WEST PUTNAM AVE SUITE 300 - GREENWICH, CT 06830914-220-5478ackasset.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.0M assets / 34 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ACK ASSET MANAGEMENT LLC PROFIT SHARING PLAN
Profit-sharing
Assets$2.7M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
ACK ASSET MANAGEMENT LLC 401(K) PLAN
Profit-sharing
Assets$1.3M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ACK ASSET MANAGEMENT LLC 401(K) PLAN
Profit-sharing
Assets$990K
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ACK ASSET MANAGEMENT LLC PROFIT SHARING PLAN | Profit-sharing | $2.7M | 11 | 2025 |
| #003 | ACK ASSET MANAGEMENT LLC 401(K) PLAN | Profit-sharing | $1.3M | 12 | 2025 |
| #002 | ACK ASSET MANAGEMENT LLC 401(K) PLAN | Profit-sharing | $990K | 11 | 2024 |
- #001 · Profit-sharing · 202511
- #003 · Profit-sharing · 202512
- #002 · Profit-sharing · 202411
Retirement plans