Retirement plan

ACE RESTAURANT EQUIPMENT, INC. RETIREMENT PLAN

Name: ACE RESTAURANT EQUIPMENT, INC. - ACE RESTAURANT EQUIPMENT, INC. RETIREMENT PLAN (2025) Form 5500
Creator: ACE RESTAURANT EQUIPMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACE RESTAURANT EQUIPMENT, INC. RETIREMENT PLAN, ACE RESTAURANT EQUIPMENT, INC.

ACE RESTAURANT EQUIPMENT, INC.EIN 81-1424315Plan #001PY 2025

9674 TELSTAR AVE. STE.#H - EL MONTE, CA 91731626-246-3668

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$484K

+52.9% from 2024

Total participants

-10.5% from 2024

Average account balance

$30,226

+81.5% from 2024

Annual return

15.06%

+5.35 pp from 2024

Benchmarks

See 15,684 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort15,684 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$484K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$30K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.06%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1291

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$21K

$1475 / participant

Other / not subdivided$21K100.0%

% of EOY assets

4.270%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,226

$184,014-83.6%

$161,149-81.2%

$138,895-78.2%

Participation rate

92.9%

82.1%+10.8pp

78.8%+14.0pp

79.9%+12.9pp

Annual return

15.06%

21.52%-6.5pp

21.16%-6.1pp

145.39%-130.3pp

Employer contribution / active EE

$1,571

$5,055-68.9%

$4,360-64.0%

$4,194-62.5%

Participant deferral / active EE

$8,449

$6,909+22.3%

$6,153+37.3%

$6,396+32.1%

Admin fee / account holder

$1,291

$18,027-92.8%

$15,194-91.5%

$12,562-89.7%

ACE RESTAURANT EQUIPMENT, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACE RESTAURANT EQUIPMENT, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion