Plan Ledger DOL Form 5500 · updated monthly

Ace Endico Corp.401(k)

ACE ENDICO CORP. 401(K) PLAN · BREWSTER, NY · plan year 2025

Reported admin expense ratio · 2025
0.29%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Ace Endico Corp. reported $107,653 in plan administrative expenses for 2025: 0.29% of average plan assets, above the peer median. Employer contributions averaged $1,254 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 1,583rd-largest of 5,648 plans among New York employers on file, and the 166th of 2,240 in accommodation & food services. In 2025, employees put in $3.81 for every $1.00 the employer contributed; active participation has grown from 575 to 727 since 2022.

Plan summary
Net assets, end of year$40,413,962
Participants with balances703
Active participants727
Employer contributions$911,422
Employee contributions$3,473,234
Employer contribution per active participant$1,254
Average account balance$57,488
Benefits paid to participants$2,971,186
Plan auditUnmodified (clean) audit opinion
AuditorCARON AND BLETZER PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$40.4M · 703 accts · $911K emplr
2024$33.5M · 659 accts · $953K emplr
2023$26.7M · 655 accts · $975K emplr
2022$19.9M · 508 accts · $884K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$71,390
Audit (IQPA)$11,263
Total administrative$107,653
The Ace Endico Corp. 401(k) match · 2025
Employer contribution per active participant$1,254
Median for plans this size$2,666
2025$1,254 per active participant
2024$1,348 per active participant
2023$1,611 per active participant
2022$1,537 per active participant

Ace Endico Corp.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$71,390
STONE HILL FIDUCIARY MANAGEMENT LL · Investment advisory (plan)$25,000
CARON AND BLETZER, PLLC · Accounting / audit$11,263

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$107,653 · 0.29%
2024$99,472 · 0.33%
2023$82,107 · 0.35%
2022$60,957 · 0.30%
Same employer
Similar plansAccommodation & Food Services · New York
Legends Hospitality, LLC NY$105.8M · 0.06%
Carrols Corporation NY$75.8M · 0.34%
Smiley Brothers, Inc. NY$38.0M · 0.05%
Whitsons Food Service Corp. NY$29.0M · 0.04%
Ushg, LLC NY$27.7M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133116470 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.