Plan Ledger DOL Form 5500 · updated monthly

Ace Surgical Supply Co., Inc.401(k)

ACE SURGICAL SUPPLY CO., INC. 401(K) PLAN · BROCKTON, MA · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Ace Surgical Supply Co., Inc. reported $875 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,286 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 2 years on file its reported administrative ratio rose from 0.006% to 0.007%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Massachusetts (1,551st of 2,726), and 2,383rd of 4,246 in wholesale trade. In 2023, employees put in $2.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,865,112
Participants with balances104
Active participants104
Employer contributions$341,789
Employee contributions$725,414
Employer contribution per active participant$3,286
Average account balance$142,934
Benefits paid to participants$584,795
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 67 accts · $239K emplr
2023$14.9M · 104 accts · $342K emplr
2022$12.5M · 116 accts · $298K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$875
Total administrative$875
The Ace Surgical Supply Co., Inc. 401(k) match · 2023
Employer contribution per active participant$3,286
Median for plans this size$2,440
2024$3,986 per active participant
2023$3,286 per active participant
2022$2,842 per active participant

Ace Surgical Supply Co., Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$875
MORGAN STANLEY SMITH BARNEYindirect comp

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

Administrative cost history3
2024$856 · 0.01%
2023$875 · 0.01%
2022$881 · 0.01%
Same employer
Similar plansWholesale Trade · Massachusetts
Greene Rubber Company Inc MA$16.8M · 0.36%
Supply New England, Inc. MA$14.2M · 0.20%
Greenlight Biosciences Inc MA$14.1M · 0.00%
Monahan Products, LLC MA$13.7M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042428967 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.