2023 Form 5500 filing — Pace Analytical Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015110924NAL0016204723001) for Pace Analytical Retirement Savings Plan, reported by Pace Analytical Services, LLC under EIN 41-1821617 and plan number 001. It reports 5,325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110924NAL0016204723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pace Analytical Services, LLC
- EIN
- 41-1821617
- Plan number
- 001
- Location
- Roseville, MN
- Participants
- 5,325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $225,365,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $225,365,703
- Employer contributions
- $4,166,269
- Participant contributions
- $17,360,604
- Total income / additions
- $58,477,417
- Benefits paid
- $21,797,677
- Administrative expenses
- $382,398
- Total expenses
- $22,182,841
- Net increase / (decrease)
- $36,294,576
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $382,398 | $0 |
| Sageview Advisory Group | INVESTMENT ADVISORY | $0 | $65,000 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |