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Sponsor portfolio

ACK ASSET MANAGEMENT LLC

EIN 20-3467522-investment management-Latest filing 2025
Plans
3
Retirement
3
$4.7M assets
Welfare
0
Participants
33
777 WEST PUTNAM AVE SUITE 300 - GREENWICH, CT 06830914-220-5478ackasset.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
3 filings
#001ProfitSharing-$2.7M - 11 part#002ProfitSharing-$990K - 11 part#003ProfitSharing-$990K - 11 part

Retirement portfolio analytics

3 plans aggregated / $4.7M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PROFIT SHARING PLAN (#001)58%
  • MANAGEMENT LLC 401(K) (#002)21%
  • MANAGEMENT LLC 401(K) (#003)21%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)11
  • MANAGEMENT LLC 401(K) (#002)11
  • MANAGEMENT LLC 401(K) (#003)11
Total 33Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ACK ASSET MANAGEMENT LLC PROFIT SHARING PLAN

ProfitSharing

Assets$2.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ACK ASSET MANAGEMENT LLC 401(K) PLAN

ProfitSharing

Assets$990K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ACK ASSET MANAGEMENT LLC 401(K) PLAN

ProfitSharing

Assets$990K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001ACK ASSET MANAGEMENT LLC PROFIT SHARING PLANProfitSharing$2.7M112025
002ACK ASSET MANAGEMENT LLC 401(K) PLANProfitSharing$990K112024
003ACK ASSET MANAGEMENT LLC 401(K) PLANProfitSharing$990K112024
Retirement plans
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